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 | $122,419 | $96,635+26.7% | $86,612+41.3% | $139,434-12.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.23% | 106.41%-87.2pp | 591.07%-571.8pp | 372.94%-353.7pp |
| Employer contribution / active EE | $7,613 | $3,263+133.3% | $3,022+151.9% | $4,751+60.2% |
| Participant deferral / active EE | $9,176 | $4,836+89.7% | $4,438+106.8% | $6,710+36.7% |
| Admin fee / account holder | $1,252 | $6,408-80.5% | $5,614-77.7% | $11,403-89.0% |