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 | $148,922 | $112,096+32.9% | $95,952+55.2% | $158,922-6.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.59% | 171.09%-159.5pp | 91.61%-80.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $28,457 | $3,198+789.8% | $2,541+1019.9% | $4,761+497.7% |
| Participant deferral / active EE | $16,250 | $4,784+239.7% | $4,167+290.0% | $5,982+171.6% |
| Admin fee / account holder | $981 | $10,130-90.3% | $6,795-85.6% | $11,246-91.3% |