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 | $78,915 | $102,604-23.1% | $86,188-8.4% | $139,434-43.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.12% | 1922.51%-1901.4pp | 1168.45%-1147.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,132 | $3,032-29.7% | $2,380-10.4% | $4,751-55.1% |
| Participant deferral / active EE | $9,757 | $4,676+108.7% | $3,985+144.8% | $6,710+45.4% |
| Admin fee / account holder | $348 | $8,657-96.0% | $6,852-94.9% | $11,403-96.9% |