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 | $111,952 | $102,317+9.4% | $146,958-23.8% | $80,856+38.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.79% | 134.76%-121.0pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $4,894 | $3,713+31.8% | $4,933-0.8% | $2,755+77.7% |
| Participant deferral / active EE | $5,586 | $6,644-15.9% | $8,070-30.8% | $4,296+30.0% |
| Admin fee / account holder | $9,806 | $7,941+23.5% | $12,998-24.6% | $6,918+41.7% |