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 | $65,358 | $88,751-26.4% | $81,812-20.1% | $145,922-55.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.95% | 1025.40%-1004.4pp | 773.79%-752.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,525 | $3,083+14.3% | $2,912+21.0% | $4,660-24.3% |
| Participant deferral / active EE | $8,349 | $4,643+79.8% | $4,319+93.3% | $6,688+24.8% |
| Admin fee / account holder | $1,201 | $8,415-85.7% | $7,386-83.7% | $13,397-91.0% |