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 3-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 | $135,984 | $74,888+81.6% | $71,209+91.0% | $142,382-4.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.87% | 345.14%-324.3pp | 282.51%-261.6pp | 217.08%-196.2pp |
| Employer contribution / active EE | $7,715 | $2,854+170.3% | $2,721+183.5% | $4,299+79.5% |
| Participant deferral / active EE | $8,754 | $4,454+96.5% | $4,175+109.7% | $6,507+34.5% |
| Admin fee / account holder | $1,302 | $5,568-76.6% | $5,349-75.6% | $12,624-89.7% |