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 | $169,034 | $150,187+12.5% | $120,354+40.4% | $145,922+15.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.32% | 154.07%-139.7pp | 107.15%-92.8pp | 561.29%-547.0pp |
| Employer contribution / active EE | $6,733 | $4,348+54.9% | $3,463+94.5% | $4,660+44.5% |
| Participant deferral / active EE | $17,099 | $6,173+177.0% | $4,991+242.6% | $6,688+155.7% |
| Admin fee / account holder | $587 | $12,207-95.2% | $9,423-93.8% | $13,397-95.6% |