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 | $117,505 | $114,381+2.7% | $107,525+9.3% | $142,382-17.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 52.05% | 242.71%-190.7pp | 181.32%-129.3pp | 217.08%-165.0pp |
| Employer contribution / active EE | $18,768 | $4,015+367.5% | $3,754+400.0% | $4,299+336.6% |
| Participant deferral / active EE | $10,017 | $5,564+80.0% | $5,116+95.8% | $6,507+53.9% |
| Admin fee / account holder | $19,132 | $9,860+94.0% | $8,919+114.5% | $12,624+51.6% |