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 | $139,007 | $176,056-21.0% | $159,436-12.8% | $167,490-17.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.30% | 331.75%-319.4pp | 263.57%-251.3pp | 478.56%-466.3pp |
| Employer contribution / active EE | $12,604 | $5,297+137.9% | $4,829+161.0% | $4,837+160.6% |
| Participant deferral / active EE | $9,379 | $7,750+21.0% | $7,352+27.6% | $6,341+47.9% |
| Admin fee / account holder | $16,589 | $12,554+32.1% | $10,799+53.6% | $12,309+34.8% |