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 8-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 | $145,761 | $183,963-20.8% | $162,163-10.1% | $152,861-4.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.59% | 150.76%-125.2pp | 115.59%-90.0pp | 345.32%-319.7pp |
| Employer contribution / active EE | $17,603 | $6,371+176.3% | $5,614+213.6% | $4,762+269.6% |
| Participant deferral / active EE | $9,801 | $8,034+22.0% | $7,298+34.3% | $5,850+67.5% |
| Admin fee / account holder | $644 | $13,121-95.1% | $10,843-94.1% | $11,596-94.4% |