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 | $40,373 | $156,846-74.3% | $121,098-66.7% | $139,434-71.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.50% | 1474.56%-1458.1pp | 985.75%-969.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $6,039 | $5,536+9.1% | $4,164+45.0% | $4,751+27.1% |
| Participant deferral / active EE | $4,028 | $4,844-16.9% | $4,080-1.3% | $6,710-40.0% |
| Admin fee / account holder | $1,803 | $6,946-74.0% | $5,644-68.1% | $11,403-84.2% |