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 10-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 | $110,054 | $183,963-40.2% | $162,163-32.1% | $152,861-28.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.99% | 150.76%-122.8pp | 115.59%-87.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $7,913 | $6,371+24.2% | $5,614+41.0% | $4,762+66.2% |
| Participant deferral / active EE | $13,029 | $8,034+62.2% | $7,298+78.5% | $5,850+122.7% |
| Admin fee / account holder | $490 | $13,121-96.3% | $10,843-95.5% | $11,596-95.8% |