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 | $117,230 | $108,919+7.6% | $100,391+16.8% | $145,922-19.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.97% | 57.88%-43.9pp | 49.20%-35.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $7,792 | $4,419+76.3% | $3,942+97.7% | $4,660+67.2% |
| Participant deferral / active EE | $20,765 | $8,445+145.9% | $8,082+156.9% | $6,688+210.5% |
| Admin fee / account holder | $475 | $9,689-95.1% | $7,899-94.0% | $13,397-96.5% |