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 | $111,738 | $148,534-24.8% | $135,903-17.8% | $139,434-19.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 41.48% | 79.19%-37.7pp | 68.23%-26.8pp | 372.94%-331.5pp |
| Employer contribution / active EE | $16,440 | $5,243+213.6% | $4,856+238.5% | $4,751+246.0% |
| Participant deferral / active EE | $20,238 | $8,100+149.8% | $7,758+160.9% | $6,710+201.6% |
| Admin fee / account holder | $604 | $12,400-95.1% | $10,762-94.4% | $11,403-94.7% |