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 | $107,452 | $202,432-46.9% | $169,368-36.6% | $139,434-22.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.27% | 531.74%-513.5pp | 405.60%-387.3pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,745 | $4,692+1.1% | $4,013+18.3% | $4,751-0.1% |
| Participant deferral / active EE | $19,096 | $6,938+175.2% | $6,221+206.9% | $6,710+184.6% |
| Admin fee / account holder | $526 | $10,708-95.1% | $9,003-94.2% | $11,403-95.4% |