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 8-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 | $119,831 | $111,724+7.3% | $93,606+28.0% | $145,922-17.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.83% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $15,187 | $3,090+391.6% | $2,420+527.6% | $4,660+225.9% |
| Participant deferral / active EE | $11,518 | $4,912+134.5% | $4,411+161.1% | $6,688+72.2% |
| Admin fee / account holder | $3,618 | $10,250-64.7% | $8,285-56.3% | $13,397-73.0% |