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 8-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 | $112,712 | $175,202-35.7% | $149,673-24.7% | $139,434-19.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.45% | 166.71%-153.3pp | 134.42%-121.0pp | 372.94%-359.5pp |
| Employer contribution / active EE | $13,812 | $5,474+152.3% | $4,818+186.7% | $4,751+190.7% |
| Participant deferral / active EE | $7,428 | $6,519+13.9% | $5,680+30.8% | $6,710+10.7% |
| Admin fee / account holder | $1,156 | $16,150-92.8% | $13,210-91.3% | $11,403-89.9% |