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 | $104,952 | $100,852+4.1% | $90,404+16.1% | $158,922-34.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.12% | 1724.20%-1703.1pp | 1293.02%-1271.9pp | 302.83%-281.7pp |
| Employer contribution / active EE | $2,758 | $3,689-25.2% | $3,262-15.4% | $4,761-42.1% |
| Participant deferral / active EE | $10,047 | $4,348+131.1% | $3,963+153.5% | $5,982+68.0% |
| Admin fee / account holder | $502 | $6,501-92.3% | $5,611-91.1% | $11,246-95.5% |