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 | $130,918 | $175,202-25.3% | $149,673-12.5% | $139,434-6.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.75% | 166.71%-153.0pp | 134.42%-120.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $7,547 | $5,474+37.9% | $4,818+56.7% | $4,751+58.9% |
| Participant deferral / active EE | $9,933 | $6,519+52.4% | $5,680+74.9% | $6,710+48.0% |
| Admin fee / account holder | $10,166 | $16,150-37.1% | $13,210-23.0% | $11,403-10.8% |