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 | $51,814 | $109,817-52.8% | $98,442-47.4% | $167,490-69.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.65% | 1956.69%-1943.0pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $6,055 | $3,224+87.8% | $2,960+104.6% | $4,837+25.2% |
| Participant deferral / active EE | $8,872 | $4,673+89.9% | $4,276+107.5% | $6,341+39.9% |
| Admin fee / account holder | $2,671 | $6,753-60.4% | $5,949-55.1% | $12,309-78.3% |