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 | $191,943 | $109,904+74.6% | $97,167+97.5% | $145,959+31.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.35% | 243.43%-223.1pp | 75.27%-54.9pp | 561.95%-541.6pp |
| Employer contribution / active EE | $12,655 | $3,084+310.3% | $2,729+363.7% | $4,661+171.5% |
| Participant deferral / active EE | $7,976 | $4,676+70.6% | $4,264+87.1% | $6,689+19.2% |
| Admin fee / account holder | $452 | $6,216-92.7% | $5,650-92.0% | $13,398-96.6% |