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 5-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 | $135,024 | $114,047+18.4% | $96,139+40.4% | $167,490-19.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.96% | 189.88%-180.9pp | 191.94%-183.0pp | 478.56%-469.6pp |
| Employer contribution / active EE | $8,019 | $3,427+134.0% | $2,797+186.7% | $4,837+65.8% |
| Participant deferral / active EE | $4,381 | $5,194-15.7% | $4,349+0.7% | $6,341-30.9% |
| Admin fee / account holder | $407 | $6,897-94.1% | $5,537-92.7% | $12,309-96.7% |