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 | $41,420 | $114,047-63.7% | $96,139-56.9% | $167,490-75.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.43% | 189.88%-179.4pp | 191.94%-181.5pp | 478.56%-468.1pp |
| Employer contribution / active EE | $7,638 | $3,427+122.9% | $2,797+173.1% | $4,837+57.9% |
| Participant deferral / active EE | $5,547 | $5,194+6.8% | $4,349+27.6% | $6,341-12.5% |
| Admin fee / account holder | $1,488 | $6,897-78.4% | $5,537-73.1% | $12,309-87.9% |