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 7-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 | $129,802 | $165,984-21.8% | $164,813-21.2% | $145,922-11.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.81% | 100.03%-85.2pp | 69.93%-55.1pp | 561.29%-546.5pp |
| Employer contribution / active EE | $6,609 | $5,273+25.3% | $4,341+52.3% | $4,660+41.8% |
| Participant deferral / active EE | $12,697 | $6,959+82.5% | $6,031+110.5% | $6,688+89.9% |
| Admin fee / account holder | $830 | $16,648-95.0% | $12,690-93.5% | $13,397-93.8% |