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 | $109,356 | $180,749-39.5% | $160,784-32.0% | $137,256-20.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 21.06% | 2234.46%-2213.4pp | 1803.92%-1782.9pp | 220.34%-199.3pp |
| Employer contribution / active EE | $6,766 | $4,155+62.8% | $3,733+81.3% | $4,156+62.8% |
| Participant deferral / active EE | $12,368 | $6,844+80.7% | $6,293+96.5% | $6,407+93.0% |
| Admin fee / account holder | $411 | $10,397-96.0% | $9,717-95.8% | $12,270-96.7% |