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 4-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 | $174,366 | $169,032+3.2% | $129,207+35.0% | $145,922+19.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.02% | 14330.11%-14314.1pp | 9417.33%-9401.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $5,536 | $5,5370% | $4,153+33.3% | $4,660+18.8% |
| Participant deferral / active EE | $16,760 | $4,987+236.0% | $4,168+302.1% | $6,688+150.6% |
| Admin fee / account holder | $586 | $9,954-94.1% | $7,715-92.4% | $13,397-95.6% |