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 | $183,300 | $165,984+10.4% | $164,813+11.2% | $145,922+25.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.00% | 100.03%-86.0pp | 69.93%-55.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $26,175 | $5,273+396.4% | $4,341+503.0% | $4,660+461.7% |
| Participant deferral / active EE | $14,040 | $6,959+101.8% | $6,031+132.8% | $6,688+109.9% |
| Admin fee / account holder | $1,303 | $16,648-92.2% | $12,690-89.7% | $13,397-90.3% |