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 | $46,246 | $202,432-77.2% | $169,368-72.7% | $139,434-66.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.48% | 531.74%-502.3pp | 405.60%-376.1pp | 372.94%-343.5pp |
| Employer contribution / active EE | $772 | $4,692-83.6% | $4,013-80.8% | $4,751-83.8% |
| Participant deferral / active EE | $13,986 | $6,938+101.6% | $6,221+124.8% | $6,710+108.4% |
| Admin fee / account holder | $10,294 | $10,708-3.9% | $9,003+14.3% | $11,403-9.7% |