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 | $135,966 | $121,625+11.8% | $104,607+30.0% | $158,922-14.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.43% | 465.26%-450.8pp | 340.46%-326.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $7,339 | $3,163+132.0% | $2,681+173.8% | $4,761+54.1% |
| Participant deferral / active EE | $8,174 | $4,177+95.7% | $3,740+118.6% | $5,982+36.6% |
| Admin fee / account holder | $973 | $7,787-87.5% | $6,473-85.0% | $11,246-91.4% |