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 | $91,116 | $102,604-11.2% | $86,188+5.7% | $139,434-34.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.29% | 1922.51%-1905.2pp | 1168.45%-1151.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $21,840 | $3,032+620.2% | $2,380+817.6% | $4,751+359.7% |
| Participant deferral / active EE | $14,507 | $4,676+210.3% | $3,985+264.0% | $6,710+116.2% |
| Admin fee / account holder | $1,029 | $8,657-88.1% | $6,852-85.0% | $11,403-91.0% |