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 | $121,707 | $183,963-33.8% | $162,163-24.9% | $152,861-20.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.40% | 150.76%-129.4pp | 115.59%-94.2pp | 345.32%-323.9pp |
| Employer contribution / active EE | $12,731 | $6,371+99.8% | $5,614+126.8% | $4,762+167.3% |
| Participant deferral / active EE | $14,757 | $8,034+83.7% | $7,298+102.2% | $5,850+152.3% |
| Admin fee / account holder | $21,155 | $13,121+61.2% | $10,843+95.1% | $11,596+82.4% |