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 | $94,964 | $102,382-7.2% | $147,005-35.4% | $80,874+17.4% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.2%+9.1pp | 67.6%+23.7pp |
| Annual return | 21.61% | 134.89%-113.3pp | 418.76%-397.2pp | 35.62%-14.0pp |
| Employer contribution / active EE | $5,979 | $3,715+61.0% | $4,934+21.2% | $2,756+117.0% |
| Participant deferral / active EE | $18,452 | $6,646+177.6% | $8,070+128.7% | $4,297+329.4% |
| Admin fee / account holder | $5,634 | $7,942-29.1% | $13,006-56.7% | $6,935-18.8% |