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 | $55,478 | $83,902-33.9% | $167,512-66.9% | $84,808-34.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.78% | 91.55%-74.8pp | 1615.79%-1599.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,893 | $2,264+72.0% | $3,882+0.3% | $2,631+48.0% |
| Participant deferral / active EE | $6,162 | $4,442+38.7% | $6,405-3.8% | $4,212+46.3% |
| Admin fee / account holder | $6,864 | $7,915-13.3% | $9,769-29.7% | $7,344-6.5% |