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 | $96,888 | $102,604-5.6% | $86,188+12.4% | $139,434-30.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.11% | 1922.51%-1904.4pp | 1168.45%-1150.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,848 | $3,032-6.1% | $2,380+19.7% | $4,751-40.1% |
| Participant deferral / active EE | $17,253 | $4,676+269.0% | $3,985+332.9% | $6,710+157.1% |
| Admin fee / account holder | $359 | $8,657-95.9% | $6,852-94.8% | $11,403-96.9% |