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 | $174,490 | $159,901+9.1% | $146,958+18.7% | $145,922+19.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.36% | 98.13%-83.8pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,247 | $5,286+74.9% | $4,933+87.5% | $4,660+98.5% |
| Participant deferral / active EE | $24,838 | $8,428+194.7% | $8,070+207.8% | $6,688+271.4% |
| Admin fee / account holder | $723 | $15,044-95.2% | $12,998-94.4% | $13,397-94.6% |