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 | $121,006 | $72,071+67.9% | $68,368+77.0% | $137,256-11.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.11% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $8,222 | $2,788+194.9% | $2,649+210.4% | $4,156+97.8% |
| Participant deferral / active EE | $8,863 | $4,410+101.0% | $4,123+115.0% | $6,407+38.3% |
| Admin fee / account holder | $578 | $5,336-89.2% | $5,150-88.8% | $12,270-95.3% |