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 | $159,108 | $210,648-24.5% | $177,989-10.6% | $145,922+9.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.16% | 385.86%-376.7pp | 294.48%-285.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $4,993 | $4,565+9.4% | $3,949+26.4% | $4,660+7.2% |
| Participant deferral / active EE | $13,300 | $6,958+91.2% | $6,276+111.9% | $6,688+98.9% |
| Admin fee / account holder | $2,815 | $12,013-76.6% | $10,363-72.8% | $13,397-79.0% |