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 | $118,065 | $149,040-20.8% | $120,225-1.8% | $137,256-14.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.79% | 605.68%-586.9pp | 439.23%-420.4pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,315 | $4,350-46.8% | $3,475-33.4% | $4,156-44.3% |
| Participant deferral / active EE | $15,041 | $4,655+223.1% | $3,999+276.2% | $6,407+134.8% |
| Admin fee / account holder | $748 | $6,348-88.2% | $5,696-86.9% | $12,270-93.9% |