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 | $102,136 | $102,317-0.2% | $146,958-30.5% | $80,856+26.3% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 13.13% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $4,614 | $3,713+24.3% | $4,933-6.5% | $2,755+67.5% |
| Participant deferral / active EE | $11,163 | $6,644+68.0% | $8,070+38.3% | $4,296+159.9% |
| Admin fee / account holder | $867 | $7,941-89.1% | $12,998-93.3% | $6,918-87.5% |