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 | $113,764 | $95,453+19.2% | $112,040+1.5% | $82,448+38.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 434.85% | 23.92%+410.9pp | 24.52%+410.3pp | 41.64%+393.2pp |
| Employer contribution / active EE | $2,084 | $2,318-10.1% | $2,954-29.4% | $2,551-18.3% |
| Participant deferral / active EE | $2,925 | $4,224-30.7% | $5,098-42.6% | $4,139-29.3% |
| Admin fee / account holder | $11,088 | $9,013+23.0% | $12,098-8.3% | $7,234+53.3% |