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 8-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 | $129,239 | $124,185+4.1% | $108,410+19.2% | $167,490-22.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.18% | 1379.64%-1367.5pp | 905.27%-893.1pp | 478.56%-466.4pp |
| Employer contribution / active EE | $780 | $4,187-81.4% | $3,558-78.1% | $4,837-83.9% |
| Participant deferral / active EE | $21,667 | $6,908+213.6% | $6,563+230.1% | $6,341+241.7% |
| Admin fee / account holder | $10,270 | $9,455+8.6% | $7,295+40.8% | $12,309-16.6% |