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 | $158,898 | $183,519-13.4% | $155,509+2.2% | $145,922+8.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.93% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.4pp |
| Employer contribution / active EE | $4,207 | $5,313-20.8% | $4,672-10.0% | $4,660-9.7% |
| Participant deferral / active EE | $12,501 | $6,462+93.4% | $5,626+122.2% | $6,688+86.9% |
| Admin fee / account holder | $10,460 | $19,313-45.8% | $15,912-34.3% | $13,397-21.9% |