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 9-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 | $102,226 | $95,561+7.0% | $77,163+32.5% | $139,434-26.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 15.28% | 54.92%-39.6pp | 37.87%-22.6pp | 372.94%-357.7pp |
| Employer contribution / active EE | $11,147 | $3,147+254.2% | $2,535+339.7% | $4,751+134.6% |
| Participant deferral / active EE | $12,085 | $4,624+161.4% | $3,833+215.3% | $6,710+80.1% |
| Admin fee / account holder | $1,637 | $8,295-80.3% | $5,472-70.1% | $11,403-85.6% |