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 | $111,290 | $96,635+15.2% | $86,612+28.5% | $139,434-20.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 43.41% | 106.41%-63.0pp | 591.07%-547.7pp | 372.94%-329.5pp |
| Employer contribution / active EE | $23,374 | $3,263+616.3% | $3,022+673.3% | $4,751+392.0% |
| Participant deferral / active EE | $13,706 | $4,836+183.4% | $4,438+208.8% | $6,710+104.2% |
| Admin fee / account holder | $4,516 | $6,408-29.5% | $5,614-19.6% | $11,403-60.4% |