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 | $104,075 | $99,877+4.2% | $84,966+22.5% | $145,922-28.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.70% | 83.76%-70.1pp | 66.38%-52.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,488 | $3,231+38.9% | $2,727+64.6% | $4,660-3.7% |
| Participant deferral / active EE | $9,828 | $5,291+85.8% | $4,519+117.5% | $6,688+47.0% |
| Admin fee / account holder | $1,911 | $7,248-73.6% | $6,149-68.9% | $13,397-85.7% |