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 | $79,171 | $102,317-22.6% | $146,958-46.1% | $80,856-2.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.68% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $4,895 | $3,713+31.8% | $4,933-0.8% | $2,755+77.7% |
| Participant deferral / active EE | $9,241 | $6,644+39.1% | $8,070+14.5% | $4,296+115.1% |
| Admin fee / account holder | $1,504 | $7,941-81.1% | $12,998-88.4% | $6,918-78.3% |