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 | $140,429 | $202,432-30.6% | $169,368-17.1% | $139,434+0.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.83% | 531.74%-514.9pp | 405.60%-388.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $35,413 | $4,692+654.7% | $4,013+782.5% | $4,751+645.4% |
| Participant deferral / active EE | $13,438 | $6,938+93.7% | $6,221+116.0% | $6,710+100.3% |
| Admin fee / account holder | $537 | $10,708-95.0% | $9,003-94.0% | $11,403-95.3% |