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 | $93,948 | $102,966-8.8% | $90,281+4.1% | $152,861-38.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.96% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $11,152 | $3,139+255.3% | $2,854+290.7% | $4,762+134.2% |
| Participant deferral / active EE | $14,598 | $4,281+241.0% | $3,885+275.7% | $5,850+149.5% |
| Admin fee / account holder | $15,333 | $6,171+148.5% | $5,351+186.5% | $11,596+32.2% |