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 | $150,601 | $168,632-10.7% | $147,614+2.0% | $125,391+20.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.17% | 77.65%-78.8pp | 61.98%-63.2pp | 282.22%-283.4pp |
| Employer contribution / active EE | $1,626 | $6,252-74.0% | $5,564-70.8% | $4,866-66.6% |
| Participant deferral / active EE | $11,644 | $5,507+111.5% | $4,895+137.9% | $5,352+117.6% |
| Admin fee / account holder | $21,945 | $13,580+61.6% | $11,611+89.0% | $9,540+130.0% |