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 | $158,398-37.1% | $126,539-21.2% | $142,382-30.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.64% | 593.76%-578.1pp | 425.95%-410.3pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,500 | $4,650+39.8% | $3,674+76.9% | $4,299+51.2% |
| Participant deferral / active EE | $10,671 | $4,767+123.9% | $4,083+161.4% | $6,507+64.0% |
| Admin fee / account holder | $365 | $6,918-94.7% | $6,065-94.0% | $12,624-97.1% |