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 | $127,612 | $135,635-5.9% | $110,238+15.8% | $135,375-5.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 11.17% | 513.19%-502.0pp | 314.74%-303.6pp | 519.73%-508.6pp |
| Employer contribution / active EE | $2,753 | $4,906-43.9% | $3,826-28.0% | $4,779-42.4% |
| Participant deferral / active EE | $8,110 | $5,506+47.3% | $4,672+73.6% | $5,609+44.6% |
| Admin fee / account holder | $20,555 | $11,457+79.4% | $8,547+140.5% | $10,827+89.9% |