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 5-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 | $120,034 | $133,922-10.4% | $116,228+3.3% | $142,382-15.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.42% | 147.76%-132.3pp | 90.06%-74.6pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,545 | $3,446+119.0% | $2,994+151.9% | $4,299+75.5% |
| Participant deferral / active EE | $14,050 | $5,672+147.7% | $4,953+183.6% | $6,507+115.9% |
| Admin fee / account holder | $1,134 | $14,945-92.4% | $11,989-90.5% | $12,624-91.0% |