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 7-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 | $111,594 | $210,648-47.0% | $177,989-37.3% | $145,922-23.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.87% | 385.86%-371.0pp | 294.48%-279.6pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,308 | $4,565+16.3% | $3,949+34.4% | $4,660+13.9% |
| Participant deferral / active EE | $15,570 | $6,958+123.8% | $6,276+148.1% | $6,688+132.8% |
| Admin fee / account holder | $456 | $12,013-96.2% | $10,363-95.6% | $13,397-96.6% |