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 | $92,564 | $60,124+54.0% | $90,404+2.4% | $79,858+15.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 19.47% | 71.94%-52.5pp | 1293.02%-1273.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $9,050 | $2,068+337.7% | $3,262+177.4% | $2,471+266.3% |
| Participant deferral / active EE | $4,590 | $2,938+56.2% | $3,963+15.8% | $3,740+22.7% |
| Admin fee / account holder | $1,480 | $3,976-62.8% | $5,611-73.6% | $5,306-72.1% |