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 8-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 | $112,131 | $72,400+54.9% | $67,502+66.1% | $145,922-23.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.15% | 7182.46%-7172.3pp | 3512.12%-3502.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,985 | $3,069+29.8% | $2,731+45.9% | $4,660-14.5% |
| Participant deferral / active EE | $4,690 | $4,783-1.9% | $4,000+17.2% | $6,688-29.9% |
| Admin fee / account holder | $3,275 | $5,539-40.9% | $3,998-18.1% | $13,397-75.6% |