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 | $132,415 | $159,901-17.2% | $146,958-9.9% | $145,922-9.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.23% | 98.13%-73.9pp | 418.34%-394.1pp | 561.29%-537.1pp |
| Employer contribution / active EE | $4,141 | $5,286-21.7% | $4,933-16.1% | $4,660-11.1% |
| Participant deferral / active EE | $19,788 | $8,428+134.8% | $8,070+145.2% | $6,688+195.9% |
| Admin fee / account holder | $9,185 | $15,044-38.9% | $12,998-29.3% | $13,397-31.4% |