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 | $51,826 | $88,751-41.6% | $81,812-36.7% | $145,922-64.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 11.07% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $5,153 | $3,083+67.1% | $2,912+77.0% | $4,660+10.6% |
| Participant deferral / active EE | $10,105 | $4,643+117.6% | $4,319+134.0% | $6,688+51.1% |
| Admin fee / account holder | $2,367 | $8,415-71.9% | $7,386-67.9% | $13,397-82.3% |