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 | $154,188 | $135,635+13.7% | $110,238+39.9% | $135,375+13.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.52% | 513.19%-512.7pp | 314.74%-314.2pp | 519.73%-519.2pp |
| Employer contribution / active EE | $6,762 | $4,906+37.8% | $3,826+76.7% | $4,779+41.5% |
| Participant deferral / active EE | $8,359 | $5,506+51.8% | $4,672+78.9% | $5,609+49.0% |
| Admin fee / account holder | $2,080 | $11,457-81.8% | $8,547-75.7% | $10,827-80.8% |