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 | $106,158 | $95,561+11.1% | $77,163+37.6% | $139,434-23.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.04% | 54.92%-39.9pp | 37.87%-22.8pp | 372.94%-357.9pp |
| Employer contribution / active EE | $10,130 | $3,147+221.8% | $2,535+299.6% | $4,751+113.2% |
| Participant deferral / active EE | $10,626 | $4,624+129.8% | $3,833+177.2% | $6,710+58.4% |
| Admin fee / account holder | $933 | $8,295-88.8% | $5,472-83.0% | $11,403-91.8% |