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 10-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 | $134,955 | $132,634+1.8% | $115,768+16.6% | $137,256-1.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.73% | 160.70%-144.0pp | 100.46%-83.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $7,461 | $3,360+122.1% | $2,940+153.8% | $4,156+79.5% |
| Participant deferral / active EE | $6,421 | $5,619+14.3% | $4,917+30.6% | $6,407+0.2% |
| Admin fee / account holder | $5,577 | $15,028-62.9% | $12,439-55.2% | $12,270-54.6% |