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 | $134,732 | $133,922+0.6% | $116,228+15.9% | $142,382-5.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 22.51% | 147.76%-125.3pp | 90.06%-67.5pp | 217.08%-194.6pp |
| Employer contribution / active EE | $18,217 | $3,446+428.7% | $2,994+508.4% | $4,299+323.7% |
| Participant deferral / active EE | $18,217 | $5,672+221.2% | $4,953+267.8% | $6,507+180.0% |
| Admin fee / account holder | $17,502 | $14,945+17.1% | $11,989+46.0% | $12,624+38.6% |