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 6-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 | $84,415 | $209,832-59.8% | $189,513-55.5% | $167,490-49.6% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 16.21% | 748.27%-732.1pp | 555.15%-538.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $4,489 | $6,914-35.1% | $6,162-27.1% | $4,837-7.2% |
| Participant deferral / active EE | $10,154 | $8,935+13.6% | $8,221+23.5% | $6,341+60.1% |
| Admin fee / account holder | $318 | $14,293-97.8% | $12,045-97.4% | $12,309-97.4% |