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 7-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 | $100,111 | $157,256-36.3% | $141,162-29.1% | $152,861-34.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1140.02% | 64.32%+1075.7pp | 71.39%+1068.6pp | 345.32%+794.7pp |
| Employer contribution / active EE | $1,157 | $5,261-78.0% | $4,735-75.6% | $4,762-75.7% |
| Participant deferral / active EE | $9,111 | $7,109+28.2% | $6,709+35.8% | $5,850+55.7% |
| Admin fee / account holder | $361 | $12,120-97.0% | $10,261-96.5% | $11,596-96.9% |