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 | $144,824 | $210,648-31.2% | $177,989-18.6% | $145,922-0.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 385.86%-374.1pp | 294.48%-282.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $5,049 | $4,565+10.6% | $3,949+27.9% | $4,660+8.4% |
| Participant deferral / active EE | $19,698 | $6,958+183.1% | $6,276+213.9% | $6,688+194.5% |
| Admin fee / account holder | $562 | $12,013-95.3% | $10,363-94.6% | $13,397-95.8% |