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 | $184,130 | $210,648-12.6% | $177,989+3.5% | $145,922+26.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.86% | 385.86%-365.0pp | 294.48%-273.6pp | 561.29%-540.4pp |
| Employer contribution / active EE | $17,986 | $4,565+294.0% | $3,949+355.5% | $4,660+286.0% |
| Participant deferral / active EE | $13,087 | $6,958+88.1% | $6,276+108.5% | $6,688+95.7% |
| Admin fee / account holder | $961 | $12,013-92.0% | $10,363-90.7% | $13,397-92.8% |