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 | $79,199 | $83,902-5.6% | $167,512-52.7% | $84,808-6.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.05% | 91.55%-74.5pp | 1615.79%-1598.7pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,172 | $2,264+216.8% | $3,882+84.8% | $2,631+172.6% |
| Participant deferral / active EE | $6,240 | $4,442+40.5% | $6,405-2.6% | $4,212+48.2% |
| Admin fee / account holder | $4,522 | $7,915-42.9% | $9,769-53.7% | $7,344-38.4% |