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 | $171,343 | $158,398+8.2% | $126,539+35.4% | $142,382+20.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.65% | 593.76%-575.1pp | 425.95%-407.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $4,949 | $4,650+6.4% | $3,674+34.7% | $4,299+15.1% |
| Participant deferral / active EE | $17,901 | $4,767+275.5% | $4,083+338.5% | $6,507+175.1% |
| Admin fee / account holder | $3,672 | $6,918-46.9% | $6,065-39.4% | $12,624-70.9% |