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 | $110,176 | $159,901-31.1% | $146,958-25.0% | $145,922-24.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.30% | 98.13%-77.8pp | 418.34%-398.0pp | 561.29%-541.0pp |
| Employer contribution / active EE | $2,108 | $5,286-60.1% | $4,933-57.3% | $4,660-54.8% |
| Participant deferral / active EE | $12,094 | $8,428+43.5% | $8,070+49.9% | $6,688+80.8% |
| Admin fee / account holder | $2,695 | $15,044-82.1% | $12,998-79.3% | $13,397-79.9% |