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 | $99,446 | $72,071+38.0% | $68,368+45.5% | $137,256-27.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 46.48% | 353.14%-306.7pp | 292.57%-246.1pp | 220.34%-173.9pp |
| Employer contribution / active EE | $3,235 | $2,788+16.0% | $2,649+22.1% | $4,156-22.2% |
| Participant deferral / active EE | $12,572 | $4,410+185.1% | $4,123+204.9% | $6,407+96.2% |
| Admin fee / account holder | $22,358 | $5,336+319.0% | $5,150+334.2% | $12,270+82.2% |