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 | $79,922 | $210,648-62.1% | $177,989-55.1% | $145,922-45.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 41.08% | 385.86%-344.8pp | 294.48%-253.4pp | 561.29%-520.2pp |
| Employer contribution / active EE | $3,670 | $4,565-19.6% | $3,949-7.1% | $4,660-21.2% |
| Participant deferral / active EE | $11,812 | $6,958+69.8% | $6,276+88.2% | $6,688+76.6% |
| Admin fee / account holder | $405 | $12,013-96.6% | $10,363-96.1% | $13,397-97.0% |