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 6-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 | $109,969 | $109,817+0.1% | $98,442+11.7% | $167,490-34.3% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 12.01% | 1956.69%-1944.7pp | 1492.73%-1480.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $11,357 | $3,224+252.3% | $2,960+283.7% | $4,837+134.8% |
| Participant deferral / active EE | $11,732 | $4,673+151.0% | $4,276+174.4% | $6,341+85.0% |
| Admin fee / account holder | $4,465 | $6,753-33.9% | $5,949-24.9% | $12,309-63.7% |