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 7-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 | $75,584 | $159,901-52.7% | $146,958-48.6% | $145,922-48.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.20% | 98.13%-77.9pp | 418.34%-398.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,612 | $5,286-50.6% | $4,933-47.0% | $4,660-43.9% |
| Participant deferral / active EE | $23,902 | $8,428+183.6% | $8,070+196.2% | $6,688+257.4% |
| Admin fee / account holder | $954 | $15,044-93.7% | $12,998-92.7% | $13,397-92.9% |