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 6-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 | $137,309 | $96,635+42.1% | $86,612+58.5% | $139,434-1.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.50% | 106.41%-93.9pp | 591.07%-578.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $5,919 | $3,263+81.4% | $3,022+95.8% | $4,751+24.6% |
| Participant deferral / active EE | $10,376 | $4,836+114.6% | $4,438+133.8% | $6,710+54.6% |
| Admin fee / account holder | $2,088 | $6,408-67.4% | $5,614-62.8% | $11,403-81.7% |