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 | $108,019 | $149,040-27.5% | $120,225-10.2% | $137,256-21.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.34% | 605.68%-588.3pp | 439.23%-421.9pp | 220.34%-203.0pp |
| Employer contribution / active EE | $7,515 | $4,350+72.7% | $3,475+116.2% | $4,156+80.8% |
| Participant deferral / active EE | $16,467 | $4,655+253.8% | $3,999+311.8% | $6,407+157.0% |
| Admin fee / account holder | $1,672 | $6,348-73.7% | $5,696-70.6% | $12,270-86.4% |