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 5-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 | $184,194 | $165,984+11.0% | $164,813+11.8% | $145,922+26.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 31.64% | 100.03%-68.4pp | 69.93%-38.3pp | 561.29%-529.7pp |
| Employer contribution / active EE | $18,885 | $5,273+258.2% | $4,341+335.1% | $4,660+305.3% |
| Participant deferral / active EE | $21,573 | $6,959+210.0% | $6,031+257.7% | $6,688+222.6% |
| Admin fee / account holder | $1,025 | $16,648-93.8% | $12,690-91.9% | $13,397-92.3% |