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 | $138,653 | $177,572-21.9% | $154,803-10.4% | $142,382-2.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 138.55% | 65.07%+73.5pp | 58.88%+79.7pp | 217.08%-78.5pp |
| Employer contribution / active EE | $6,504 | $4,810+35.2% | $4,305+51.1% | $4,299+51.3% |
| Participant deferral / active EE | $17,424 | $6,272+177.8% | $5,540+214.5% | $6,507+167.8% |
| Admin fee / account holder | $348 | $16,786-97.9% | $14,329-97.6% | $12,624-97.2% |