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 7-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 | $180,394 | $138,044+30.7% | $125,339+43.9% | $134,475+34.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.13% | 750.33%-758.5pp | 572.05%-580.2pp | 417.96%-426.1pp |
| Employer contribution / active EE | $5,820 | $5,243+11.0% | $4,814+20.9% | $4,740+22.8% |
| Participant deferral / active EE | $23,100 | $7,799+196.2% | $7,446+210.2% | $6,400+261.0% |
| Admin fee / account holder | $5,317 | $11,571-54.0% | $10,010-46.9% | $11,426-53.5% |