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 | $106,714 | $91,190+17.0% | $178,490-40.2% | $79,858+33.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.74% | 24.19%-1.4pp | 151.07%-128.3pp | 31.71%-9.0pp |
| Employer contribution / active EE | $7,554 | $3,256+132.0% | $5,011+50.8% | $2,471+205.7% |
| Participant deferral / active EE | $14,290 | $3,236+341.6% | $5,202+174.7% | $3,740+282.1% |
| Admin fee / account holder | $1,800 | $6,751-73.3% | $13,984-87.1% | $5,306-66.1% |