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 | $155,790 | $99,877+56.0% | $84,966+83.4% | $145,922+6.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.66% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,288 | $3,231+32.7% | $2,727+57.2% | $4,660-8.0% |
| Participant deferral / active EE | $9,800 | $5,291+85.2% | $4,519+116.8% | $6,688+46.5% |
| Admin fee / account holder | $1,240 | $7,248-82.9% | $6,149-79.8% | $13,397-90.7% |