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 5-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 | $102,358 | $158,398-35.4% | $126,539-19.1% | $142,382-28.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.16% | 593.76%-574.6pp | 425.95%-406.8pp | 217.08%-197.9pp |
| Employer contribution / active EE | $20,926 | $4,650+350.0% | $3,674+469.6% | $4,299+386.8% |
| Participant deferral / active EE | $15,335 | $4,767+221.7% | $4,083+275.6% | $6,507+135.7% |
| Admin fee / account holder | $718 | $6,918-89.6% | $6,065-88.2% | $12,624-94.3% |