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 10-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 | $158,921 | $133,922+18.7% | $116,228+36.7% | $142,382+11.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 32.13% | 147.76%-115.6pp | 90.06%-57.9pp | 217.08%-184.9pp |
| Employer contribution / active EE | $2,753 | $3,446-20.1% | $2,994-8.1% | $4,299-36.0% |
| Participant deferral / active EE | $5,907 | $5,672+4.1% | $4,953+19.3% | $6,507-9.2% |
| Admin fee / account holder | $323 | $14,945-97.8% | $11,989-97.3% | $12,624-97.4% |