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 | $125,744 | $99,921+25.8% | $85,009+47.9% | $145,959-13.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.20% | 83.89%-57.7pp | 66.47%-40.3pp | 561.95%-535.8pp |
| Employer contribution / active EE | $44,372 | $3,233+1272.6% | $2,728+1526.3% | $4,661+852.0% |
| Participant deferral / active EE | $33,040 | $5,293+524.2% | $4,522+630.7% | $6,689+394.0% |
| Admin fee / account holder | $601 | $7,252-91.7% | $6,153-90.2% | $13,398-95.5% |