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 10-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 | $120,340 | $183,963-34.6% | $162,163-25.8% | $152,861-21.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.14% | 150.76%-131.6pp | 115.59%-96.5pp | 345.32%-326.2pp |
| Employer contribution / active EE | $7,961 | $6,371+25.0% | $5,614+41.8% | $4,762+67.2% |
| Participant deferral / active EE | $8,898 | $8,034+10.8% | $7,298+21.9% | $5,850+52.1% |
| Admin fee / account holder | $8,942 | $13,121-31.9% | $10,843-17.5% | $11,596-22.9% |