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 | $99,213 | $217,402-54.4% | $185,823-46.6% | $167,490-40.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 264.09% | 148.36%+115.7pp | 122.05%+142.0pp | 478.56%-214.5pp |
| Employer contribution / active EE | $2,328 | $5,873-60.4% | $5,167-54.9% | $4,837-51.9% |
| Participant deferral / active EE | $5,052 | $6,356-20.5% | $5,568-9.3% | $6,341-20.3% |
| Admin fee / account holder | $7,096 | $19,811-64.2% | $16,237-56.3% | $12,309-42.3% |