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 | $140,915 | $175,202-19.6% | $149,673-5.9% | $139,434+1.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.53% | 166.71%-138.2pp | 134.42%-105.9pp | 372.94%-344.4pp |
| Employer contribution / active EE | $13,797 | $5,474+152.0% | $4,818+186.4% | $4,751+190.4% |
| Participant deferral / active EE | $11,378 | $6,519+74.5% | $5,680+100.3% | $6,710+69.6% |
| Admin fee / account holder | $532 | $16,150-96.7% | $13,210-96.0% | $11,403-95.3% |