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 | $99,095 | $133,922-26.0% | $116,228-14.7% | $142,382-30.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.49% | 147.76%-125.3pp | 90.06%-67.6pp | 217.08%-194.6pp |
| Employer contribution / active EE | $19,631 | $3,446+469.8% | $2,994+555.6% | $4,299+356.6% |
| Participant deferral / active EE | $8,246 | $5,672+45.4% | $4,953+66.5% | $6,507+26.7% |
| Admin fee / account holder | $1,498 | $14,945-90.0% | $11,989-87.5% | $12,624-88.1% |