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 | $108,042 | $74,888+44.3% | $71,209+51.7% | $142,382-24.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.91% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $4,086 | $2,854+43.1% | $2,721+50.1% | $4,299-5.0% |
| Participant deferral / active EE | $12,163 | $4,454+173.0% | $4,175+191.3% | $6,507+86.9% |
| Admin fee / account holder | $777 | $5,568-86.0% | $5,349-85.5% | $12,624-93.8% |