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 | $51,109 | $102,382-50.1% | $147,005-65.2% | $80,874-36.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.93% | 134.89%-122.0pp | 418.76%-405.8pp | 35.62%-22.7pp |
| Employer contribution / active EE | $4,693 | $3,715+26.3% | $4,934-4.9% | $2,756+70.3% |
| Participant deferral / active EE | $9,393 | $6,646+41.3% | $8,070+16.4% | $4,297+118.6% |
| Admin fee / account holder | $3,986 | $7,942-49.8% | $13,006-69.4% | $6,935-42.5% |