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 7-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 | $63,039 | $83,902-24.9% | $167,512-62.4% | $84,808-25.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 21.22% | 91.55%-70.3pp | 1615.79%-1594.6pp | 40.90%-19.7pp |
| Employer contribution / active EE | $5,150 | $2,264+127.5% | $3,882+32.7% | $2,631+95.7% |
| Participant deferral / active EE | $11,677 | $4,442+162.8% | $6,405+82.3% | $4,212+177.2% |
| Admin fee / account holder | $10,720 | $7,915+35.4% | $9,769+9.7% | $7,344+46.0% |