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 | $103,429 | $160,055-35.4% | $140,016-26.1% | $135,375-23.6% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.5%-2.9pp | 82.6%+2.0pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $14,404 | $6,420+124.4% | $5,606+156.9% | $4,779+201.4% |
| Participant deferral / active EE | $5,318 | $7,642-30.4% | $6,927-23.2% | $5,609-5.2% |
| Admin fee / account holder | $5,474 | $13,328-58.9% | $10,705-48.9% | $10,827-49.4% |