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 | $88,710+69.3% | $81,783+83.7% | $145,959+2.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.4%+23.3pp | 80.3%+15.4pp |
| Annual return | 21.58% | 1027.26%-1005.7pp | 775.05%-753.5pp | 561.95%-540.4pp |
| Employer contribution / active EE | $10,249 | $3,083+232.4% | $2,913+251.9% | $4,661+119.9% |
| Participant deferral / active EE | $5,955 | $4,645+28.2% | $4,320+37.8% | $6,689-11.0% |
| Admin fee / account holder | $348 | $8,407-95.9% | $7,380-95.3% | $13,398-97.4% |