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 | $103,632 | $114,047-9.1% | $96,139+7.8% | $167,490-38.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.32% | 189.88%-175.6pp | 191.94%-177.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $23,342 | $3,427+581.1% | $2,797+734.6% | $4,837+382.5% |
| Participant deferral / active EE | $17,678 | $5,194+240.4% | $4,349+306.5% | $6,341+178.8% |
| Admin fee / account holder | $1,832 | $6,897-73.4% | $5,537-66.9% | $12,309-85.1% |