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 6-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 | $140,426 | $132,634+5.9% | $115,768+21.3% | $137,256+2.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.13% | 160.70%-146.6pp | 100.46%-86.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $7,333 | $3,360+118.3% | $2,940+149.4% | $4,156+76.5% |
| Participant deferral / active EE | $19,951 | $5,619+255.1% | $4,917+305.8% | $6,407+211.4% |
| Admin fee / account holder | $18,483 | $15,028+23.0% | $12,439+48.6% | $12,270+50.6% |