See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,332 | $202,318-78.6% | $172,739-74.9% | $152,861-71.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 36.27% | 1029.65%-993.4pp | 802.84%-766.6pp | 345.32%-309.1pp |
| Employer contribution / active EE | $5,186 | $5,856-11.4% | $5,143+0.8% | $4,762+8.9% |
| Participant deferral / active EE | $20,589 | $5,948+246.1% | $5,198+296.1% | $5,850+251.9% |
| Admin fee / account holder | $4,649 | $17,109-72.8% | $13,954-66.7% | $11,596-59.9% |