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 7-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 | $102,970 | $100,852+2.1% | $90,404+13.9% | $158,922-35.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.62% | 1724.20%-1698.6pp | 1293.02%-1267.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,315 | $3,689-37.2% | $3,262-29.0% | $4,761-51.4% |
| Participant deferral / active EE | $13,956 | $4,348+221.0% | $3,963+252.1% | $5,982+133.3% |
| Admin fee / account holder | $2,610 | $6,501-59.9% | $5,611-53.5% | $11,246-76.8% |