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 | $102,038 | $99,020+3.0% | $86,590+17.8% | $147,584-30.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.36% | 1312.34%-1294.0pp | 964.84%-946.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,718 | $3,132-13.2% | $2,839-4.3% | $4,876-44.3% |
| Participant deferral / active EE | $5,078 | $3,972+27.8% | $3,609+40.7% | $5,439-6.6% |
| Admin fee / account holder | $2,575 | $5,710-54.9% | $4,906-47.5% | $10,885-76.3% |