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 | $135,774 | $96,305+41.0% | $80,569+68.5% | $139,434-2.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.02% | 1350.08%-1334.1pp | 935.43%-919.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,342 | $3,262-28.2% | $2,723-14.0% | $4,751-50.7% |
| Participant deferral / active EE | $26,250 | $5,232+401.7% | $4,447+490.2% | $6,710+291.2% |
| Admin fee / account holder | $1,274 | $6,599-80.7% | $5,377-76.3% | $11,403-88.8% |