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 | $138,964 | $114,047+21.8% | $96,139+44.5% | $167,490-17.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.39% | 189.88%-175.5pp | 191.94%-177.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,094 | $3,427-9.7% | $2,797+10.6% | $4,837-36.0% |
| Participant deferral / active EE | $15,620 | $5,194+200.8% | $4,349+259.2% | $6,341+146.3% |
| Admin fee / account holder | $919 | $6,897-86.7% | $5,537-83.4% | $12,309-92.5% |