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 | $126,334 | $159,934-21.0% | $147,005-14.1% | $145,959-13.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.73% | 98.24%-82.5pp | 418.76%-403.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $10,401 | $5,287+96.7% | $4,934+110.8% | $4,661+123.1% |
| Participant deferral / active EE | $10,989 | $8,427+30.4% | $8,070+36.2% | $6,689+64.3% |
| Admin fee / account holder | $506 | $15,053-96.6% | $13,006-96.1% | $13,398-96.2% |