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 6-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 | $129,603 | $165,584-21.7% | $142,942-9.3% | $137,256-5.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 18.22% | 164.22%-146.0pp | 113.70%-95.5pp | 220.34%-202.1pp |
| Employer contribution / active EE | $8,731 | $4,725+84.8% | $4,139+110.9% | $4,156+110.1% |
| Participant deferral / active EE | $17,463 | $8,194+113.1% | $7,128+145.0% | $6,407+172.6% |
| Admin fee / account holder | $1,210 | $16,167-92.5% | $12,475-90.3% | $12,270-90.1% |