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 9-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 | $103,672 | $176,662-41.3% | $130,648-20.6% | $152,861-32.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 13.66% | 2692.24%-2678.6pp | 1708.96%-1695.3pp | 345.32%-331.7pp |
| Employer contribution / active EE | $11,000 | $5,742+91.6% | $4,092+168.8% | $4,762+131.0% |
| Participant deferral / active EE | $9,145 | $4,361+109.7% | $3,603+153.8% | $5,850+56.3% |
| Admin fee / account holder | $796 | $7,133-88.8% | $5,464-85.4% | $11,596-93.1% |