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 | $64,891 | $74,888-13.3% | $71,209-8.9% | $142,382-54.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 63.53% | 345.14%-281.6pp | 282.51%-219.0pp | 217.08%-153.5pp |
| Employer contribution / active EE | $3,895 | $2,854+36.4% | $2,721+43.1% | $4,299-9.4% |
| Participant deferral / active EE | $10,124 | $4,454+127.3% | $4,175+142.5% | $6,507+55.6% |
| Admin fee / account holder | $9,030 | $5,568+62.2% | $5,349+68.8% | $12,624-28.5% |