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 8-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 | $175,063 | $210,648-16.9% | $177,989-1.6% | $145,922+20.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.07% | 385.86%-373.8pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $4,124 | $4,565-9.7% | $3,949+4.4% | $4,660-11.5% |
| Participant deferral / active EE | $10,734 | $6,958+54.3% | $6,276+71.0% | $6,688+60.5% |
| Admin fee / account holder | $4,217 | $12,013-64.9% | $10,363-59.3% | $13,397-68.5% |