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 | $169,485 | $202,432-16.3% | $169,368+0.1% | $139,434+21.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.74% | 531.74%-512.0pp | 405.60%-385.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $12,013 | $4,692+156.0% | $4,013+199.4% | $4,751+152.9% |
| Participant deferral / active EE | $6,673 | $6,938-3.8% | $6,221+7.3% | $6,710-0.6% |
| Admin fee / account holder | $1,661 | $10,708-84.5% | $9,003-81.5% | $11,403-85.4% |