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 | $110,289 | $88,710+24.3% | $81,783+34.9% | $145,959-24.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 12.23% | 1027.26%-1015.0pp | 775.05%-762.8pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,781 | $3,083-9.8% | $2,913-4.5% | $4,661-40.3% |
| Participant deferral / active EE | $10,795 | $4,645+132.4% | $4,320+149.9% | $6,689+61.4% |
| Admin fee / account holder | $519 | $8,407-93.8% | $7,380-93.0% | $13,398-96.1% |