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 | $150,218 | $88,751+69.3% | $81,812+83.6% | $145,922+2.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.3%+23.3pp | 80.3%+15.4pp |
| Annual return | 21.58% | 1025.40%-1003.8pp | 773.79%-752.2pp | 561.29%-539.7pp |
| Employer contribution / active EE | $10,249 | $3,083+232.4% | $2,912+251.9% | $4,660+120.0% |
| Participant deferral / active EE | $5,955 | $4,643+28.3% | $4,319+37.9% | $6,688-11.0% |
| Admin fee / account holder | $348 | $8,415-95.9% | $7,386-95.3% | $13,397-97.4% |