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 | $107,810 | $185,200-41.8% | $142,863-24.5% | $167,490-35.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.60% | 8555.70%-8540.1pp | 5637.54%-5621.9pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,189 | $5,604-78.8% | $4,144-71.3% | $4,837-75.4% |
| Participant deferral / active EE | $6,189 | $4,494+37.7% | $3,837+61.3% | $6,341-2.4% |
| Admin fee / account holder | $6,870 | $8,031-14.5% | $6,560+4.7% | $12,309-44.2% |