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 6-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 | $188,611 | $165,984+13.6% | $164,813+14.4% | $145,922+29.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.33% | 100.03%-77.7pp | 69.93%-47.6pp | 561.29%-539.0pp |
| Employer contribution / active EE | $18,779 | $5,273+256.1% | $4,341+332.6% | $4,660+303.0% |
| Participant deferral / active EE | $14,102 | $6,959+102.6% | $6,031+133.8% | $6,688+110.9% |
| Admin fee / account holder | $1,058 | $16,648-93.6% | $12,690-91.7% | $13,397-92.1% |