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 | $134,023 | $183,963-27.1% | $162,163-17.4% | $152,861-12.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 40.45% | 150.76%-110.3pp | 115.59%-75.1pp | 345.32%-304.9pp |
| Employer contribution / active EE | $7,871 | $6,371+23.6% | $5,614+40.2% | $4,762+65.3% |
| Participant deferral / active EE | $8,420 | $8,034+4.8% | $7,298+15.4% | $5,850+43.9% |
| Admin fee / account holder | $3,476 | $13,121-73.5% | $10,843-67.9% | $11,596-70.0% |