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 | $120,525 | $124,185-2.9% | $108,410+11.2% | $167,490-28.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.23% | 1379.64%-1367.4pp | 905.27%-893.0pp | 478.56%-466.3pp |
| Employer contribution / active EE | $11,469 | $4,187+173.9% | $3,558+222.3% | $4,837+137.1% |
| Participant deferral / active EE | $6,660 | $6,908-3.6% | $6,563+1.5% | $6,341+5.0% |
| Admin fee / account holder | $9,983 | $9,455+5.6% | $7,295+36.8% | $12,309-18.9% |