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 5-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 | $99,711 | $149,040-33.1% | $120,225-17.1% | $137,256-27.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.64% | 605.68%-590.0pp | 439.23%-423.6pp | 220.34%-204.7pp |
| Employer contribution / active EE | $6,500 | $4,350+49.4% | $3,475+87.0% | $4,156+56.4% |
| Participant deferral / active EE | $10,671 | $4,655+129.2% | $3,999+166.8% | $6,407+66.5% |
| Admin fee / account holder | $365 | $6,348-94.3% | $5,696-93.6% | $12,270-97.0% |