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 5-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 | $134,283 | $165,984-19.1% | $164,813-18.5% | $145,922-8.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.94% | 100.03%-81.1pp | 69.93%-51.0pp | 561.29%-542.3pp |
| Employer contribution / active EE | $15,169 | $5,273+187.7% | $4,341+249.5% | $4,660+225.5% |
| Participant deferral / active EE | $26,792 | $6,959+285.0% | $6,031+344.2% | $6,688+300.6% |
| Admin fee / account holder | $1,575 | $16,648-90.5% | $12,690-87.6% | $13,397-88.2% |