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 | $110,572 | $111,724-1.0% | $93,606+18.1% | $145,922-24.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.12% | 202.98%-185.9pp | 133.20%-116.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $2,326 | $3,090-24.7% | $2,420-3.9% | $4,660-50.1% |
| Participant deferral / active EE | $15,599 | $4,912+217.6% | $4,411+253.6% | $6,688+133.2% |
| Admin fee / account holder | $867 | $10,250-91.5% | $8,285-89.5% | $13,397-93.5% |