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 | $120,155 | $126,574-5.1% | $106,213+13.1% | $145,922-17.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.17% | 224.79%-203.6pp | 116.14%-95.0pp | 561.29%-540.1pp |
| Employer contribution / active EE | $10,123 | $3,730+171.4% | $3,171+219.2% | $4,660+117.3% |
| Participant deferral / active EE | $10,729 | $5,724+87.4% | $5,016+113.9% | $6,688+60.4% |
| Admin fee / account holder | $1,726 | $17,304-90.0% | $11,033-84.4% | $13,397-87.1% |