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 | $198,289 | $203,436-2.5% | $152,466+30.1% | $167,490+18.4% |
| Participation rate | 86.7% | 82.3%+4.4pp | 78.2%+8.5pp | 82.1%+4.6pp |
| Annual return | 39.77% | 13.80%+26.0pp | 757.33%-717.6pp | 478.56%-438.8pp |
| Employer contribution / active EE | $19,947 | $5,220+282.1% | $4,327+361.0% | $4,837+312.3% |
| Participant deferral / active EE | $9,101 | $6,716+35.5% | $5,820+56.4% | $6,341+43.5% |
| Admin fee / account holder | $1,290 | $22,506-94.3% | $15,805-91.8% | $12,309-89.5% |