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 | $76,632 | $102,317-25.1% | $146,958-47.9% | $80,856-5.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.16% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $4,122 | $3,713+11.0% | $4,933-16.4% | $2,755+49.6% |
| Participant deferral / active EE | $5,910 | $6,644-11.0% | $8,070-26.8% | $4,296+37.6% |
| Admin fee / account holder | $1,412 | $7,941-82.2% | $12,998-89.1% | $6,918-79.6% |