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 9-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 | $124,205 | $109,982+12.9% | $97,226+27.7% | $145,922-14.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.96% | 242.90%-232.9pp | 75.13%-65.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $5,080 | $3,084+64.7% | $2,729+86.2% | $4,660+9.0% |
| Participant deferral / active EE | $4,125 | $4,676-11.8% | $4,264-3.3% | $6,688-38.3% |
| Admin fee / account holder | $940 | $6,221-84.9% | $5,654-83.4% | $13,397-93.0% |