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 | $161,036 | $180,749-10.9% | $160,784+0.2% | $137,256+17.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.92% | 2234.46%-2214.5pp | 1803.92%-1784.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $6,274 | $4,155+51.0% | $3,733+68.1% | $4,156+51.0% |
| Participant deferral / active EE | $20,447 | $6,844+198.7% | $6,293+224.9% | $6,407+219.1% |
| Admin fee / account holder | $14,880 | $10,397+43.1% | $9,717+53.1% | $12,270+21.3% |