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 8-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 | $122,134 | $126,574-3.5% | $106,213+15.0% | $145,922-16.3% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.39% | 224.79%-210.4pp | 116.14%-101.8pp | 561.29%-546.9pp |
| Employer contribution / active EE | $11,794 | $3,730+216.2% | $3,171+271.9% | $4,660+153.1% |
| Participant deferral / active EE | $11,021 | $5,724+92.6% | $5,016+119.7% | $6,688+64.8% |
| Admin fee / account holder | $3,196 | $17,304-81.5% | $11,033-71.0% | $13,397-76.1% |