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 | $95,803+18.7% | $113,168+0.5% | $84,808+34.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 434.85% | 25.00%+409.8pp | 24.27%+410.6pp | 40.90%+394.0pp |
| Employer contribution / active EE | $2,084 | $2,360-11.7% | $2,975-29.9% | $2,631-20.8% |
| Participant deferral / active EE | $2,925 | $4,242-31.0% | $5,107-42.7% | $4,212-30.5% |
| Admin fee / account holder | $11,088 | $8,989+23.4% | $12,068-8.1% | $7,344+51.0% |