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 | $90,760 | $159,901-43.2% | $146,958-38.2% | $145,922-37.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.67% | 98.13%-66.5pp | 418.34%-386.7pp | 561.29%-529.6pp |
| Employer contribution / active EE | $15,221 | $5,286+187.9% | $4,933+208.6% | $4,660+226.7% |
| Participant deferral / active EE | $12,716 | $8,428+50.9% | $8,070+57.6% | $6,688+90.1% |
| Admin fee / account holder | $44,276 | $15,044+194.3% | $12,998+240.6% | $13,397+230.5% |