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 | $123,544 | $175,202-29.5% | $149,673-17.5% | $139,434-11.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.33% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,835 | $5,474-11.7% | $4,818+0.4% | $4,751+1.8% |
| Participant deferral / active EE | $12,028 | $6,519+84.5% | $5,680+111.8% | $6,710+79.3% |
| Admin fee / account holder | $309 | $16,150-98.1% | $13,210-97.7% | $11,403-97.3% |