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 7-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 | $135,943 | $96,635+40.7% | $86,612+57.0% | $139,434-2.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 21.77% | 106.41%-84.6pp | 591.07%-569.3pp | 372.94%-351.2pp |
| Employer contribution / active EE | $24,152 | $3,263+640.2% | $3,022+699.1% | $4,751+408.4% |
| Participant deferral / active EE | $11,779 | $4,836+143.6% | $4,438+165.4% | $6,710+75.5% |
| Admin fee / account holder | $1,343 | $6,408-79.0% | $5,614-76.1% | $11,403-88.2% |