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 | $117,272 | $90,348+29.8% | $75,972+54.4% | $145,922-19.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 15.10% | 620.88%-605.8pp | 359.55%-344.4pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,277 | $3,311-31.2% | $2,685-15.2% | $4,660-51.1% |
| Participant deferral / active EE | $8,588 | $5,162+66.4% | $4,255+101.8% | $6,688+28.4% |
| Admin fee / account holder | $10,299 | $8,467+21.6% | $6,467+59.3% | $13,397-23.1% |