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 9-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 | $139,746 | $129,217+8.1% | $93,406+49.6% | $158,922-12.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 42.87% | 118.21%-75.3pp | 78.05%-35.2pp | 302.83%-260.0pp |
| Employer contribution / active EE | $19,912 | $2,711+634.4% | $2,075+859.6% | $4,761+318.2% |
| Participant deferral / active EE | $22,750 | $3,909+482.0% | $3,126+627.8% | $5,982+280.3% |
| Admin fee / account holder | $3,277 | $7,383-55.6% | $5,230-37.3% | $11,246-70.9% |