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 | $170,383 | $102,382+66.4% | $147,005+15.9% | $80,874+110.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.57% | 134.89%-112.3pp | 418.76%-396.2pp | 35.62%-13.0pp |
| Employer contribution / active EE | $9,813 | $3,715+164.2% | $4,934+98.9% | $2,756+256.1% |
| Participant deferral / active EE | $7,550 | $6,646+13.6% | $8,070-6.4% | $4,297+75.7% |
| Admin fee / account holder | $746 | $7,942-90.6% | $13,006-94.3% | $6,935-89.2% |