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 | $110,389 | $165,984-33.5% | $164,813-33.0% | $145,922-24.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.42% | 100.03%-82.6pp | 69.93%-52.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $8,636 | $5,273+63.8% | $4,341+98.9% | $4,660+85.3% |
| Participant deferral / active EE | $8,090 | $6,959+16.3% | $6,031+34.1% | $6,688+21.0% |
| Admin fee / account holder | $384 | $16,648-97.7% | $12,690-97.0% | $13,397-97.1% |