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 | $124,774 | $176,377-29.3% | $134,143-7.0% | $158,922-21.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 23.47% | 63.63%-40.2pp | 36.33%-12.9pp | 302.83%-279.4pp |
| Employer contribution / active EE | $11,365 | $5,040+125.5% | $3,704+206.9% | $4,761+138.7% |
| Participant deferral / active EE | $9,548 | $4,091+133.4% | $3,499+172.9% | $5,982+59.6% |
| Admin fee / account holder | $1,911 | $8,718-78.1% | $6,684-71.4% | $11,246-83.0% |