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 | $170,882 | $209,832-18.6% | $189,513-9.8% | $167,490+2.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.57% | 748.27%-730.7pp | 555.15%-537.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $6,103 | $6,914-11.7% | $6,162-1.0% | $4,837+26.2% |
| Participant deferral / active EE | $13,706 | $8,935+53.4% | $8,221+66.7% | $6,341+116.1% |
| Admin fee / account holder | $896 | $14,293-93.7% | $12,045-92.6% | $12,309-92.7% |