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 | $84,713 | $74,888+13.1% | $71,209+19.0% | $142,382-40.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.27% | 345.14%-321.9pp | 282.51%-259.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $6,103 | $2,854+113.8% | $2,721+124.3% | $4,299+42.0% |
| Participant deferral / active EE | $5,874 | $4,454+31.9% | $4,175+40.7% | $6,507-9.7% |
| Admin fee / account holder | $11,590 | $5,568+108.1% | $5,349+116.7% | $12,624-8.2% |