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 | $92,939 | $149,040-37.6% | $120,225-22.7% | $137,256-32.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.97% | 605.68%-585.7pp | 439.23%-419.3pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,555 | $4,350-41.3% | $3,475-26.5% | $4,156-38.5% |
| Participant deferral / active EE | $9,445 | $4,655+102.9% | $3,999+136.2% | $6,407+47.4% |
| Admin fee / account holder | $337 | $6,348-94.7% | $5,696-94.1% | $12,270-97.3% |