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 | $115,765 | $102,317+13.1% | $146,958-21.2% | $80,856+43.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.16% | 134.76%-114.6pp | 418.34%-398.2pp | 35.59%-15.4pp |
| Employer contribution / active EE | $8,869 | $3,713+138.9% | $4,933+79.8% | $2,755+221.9% |
| Participant deferral / active EE | $10,794 | $6,644+62.5% | $8,070+33.8% | $4,296+151.3% |
| Admin fee / account holder | $3,470 | $7,941-56.3% | $12,998-73.3% | $6,918-49.8% |