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 | $50,235 | $98,750-49.1% | $149,696-66.4% | $79,858-37.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 43.78% | 27.43%+16.4pp | 276.60%-232.8pp | 31.71%+12.1pp |
| Employer contribution / active EE | $8,944 | $3,216+178.1% | $4,644+92.6% | $2,471+262.0% |
| Participant deferral / active EE | $22,281 | $5,680+292.3% | $6,842+225.7% | $3,740+495.7% |
| Admin fee / account holder | $7,251 | $6,053+19.8% | $9,309-22.1% | $5,306+36.6% |