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 6-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 | $121,685 | $158,398-23.2% | $126,539-3.8% | $142,382-14.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.23% | 593.76%-573.5pp | 425.95%-405.7pp | 217.08%-196.8pp |
| Employer contribution / active EE | $3,016 | $4,650-35.1% | $3,674-17.9% | $4,299-29.9% |
| Participant deferral / active EE | $17,554 | $4,767+268.3% | $4,083+330.0% | $6,507+169.8% |
| Admin fee / account holder | $1,061 | $6,918-84.7% | $6,065-82.5% | $12,624-91.6% |