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 | $86,725 | $111,724-22.4% | $93,606-7.4% | $145,922-40.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.94% | 202.98%-193.0pp | 133.20%-123.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $7,135 | $3,090+130.9% | $2,420+194.9% | $4,660+53.1% |
| Participant deferral / active EE | $8,244 | $4,912+67.8% | $4,411+86.9% | $6,688+23.3% |
| Admin fee / account holder | $4,116 | $10,250-59.8% | $8,285-50.3% | $13,397-69.3% |