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 3-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 | $137,124 | $133,922+2.4% | $116,228+18.0% | $142,382-3.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.41% | 147.76%-134.4pp | 90.06%-76.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $7,809 | $3,446+126.6% | $2,994+160.8% | $4,299+81.6% |
| Participant deferral / active EE | $28,060 | $5,672+394.7% | $4,953+466.5% | $6,507+331.2% |
| Admin fee / account holder | $5,247 | $14,945-64.9% | $11,989-56.2% | $12,624-58.4% |