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 | $146,402 | $147,727-0.9% | $115,756+26.5% | $134,475+8.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -12.94% | 73.96%-86.9pp | 143.14%-156.1pp | 417.96%-430.9pp |
| Employer contribution / active EE | $7,696 | $4,713+63.3% | $3,793+102.9% | $4,740+62.4% |
| Participant deferral / active EE | $17,390 | $7,563+129.9% | $6,254+178.1% | $6,400+171.7% |
| Admin fee / account holder | $1,469 | $14,571-89.9% | $8,124-81.9% | $11,426-87.1% |