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 | $125,829 | $104,907+19.9% | $84,611+48.7% | $152,861-17.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 27.63% | 373.79%-346.2pp | 258.74%-231.1pp | 345.32%-317.7pp |
| Employer contribution / active EE | $36,774 | $3,302+1013.8% | $2,652+1286.6% | $4,762+672.2% |
| Participant deferral / active EE | $19,193 | $4,688+309.4% | $3,899+392.3% | $5,850+228.1% |
| Admin fee / account holder | $1,401 | $6,241-77.6% | $4,912-71.5% | $11,596-87.9% |