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 9-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 | $131,013 | $217,402-39.7% | $185,823-29.5% | $167,490-21.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.51% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $17,959 | $5,873+205.8% | $5,167+247.6% | $4,837+271.3% |
| Participant deferral / active EE | $13,240 | $6,356+108.3% | $5,568+137.8% | $6,341+108.8% |
| Admin fee / account holder | $966 | $19,811-95.1% | $16,237-94.0% | $12,309-92.2% |