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 7-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 | $144,873 | $107,334+35.0% | $92,893+56.0% | $152,861-5.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.25% | 145.58%-124.3pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $9,500 | $4,221+125.1% | $3,653+160.1% | $4,762+99.5% |
| Participant deferral / active EE | $7,705 | $4,845+59.0% | $4,236+81.9% | $5,850+31.7% |
| Admin fee / account holder | $4,444 | $7,079-37.2% | $5,794-23.3% | $11,596-61.7% |