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 | $129,301 | $102,317+26.4% | $146,958-12.0% | $80,856+59.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 22.81% | 134.76%-112.0pp | 418.34%-395.5pp | 35.59%-12.8pp |
| Employer contribution / active EE | $26,762 | $3,713+620.8% | $4,933+442.5% | $2,755+871.5% |
| Participant deferral / active EE | $4,069 | $6,644-38.8% | $8,070-49.6% | $4,296-5.3% |
| Admin fee / account holder | $13,603 | $7,941+71.3% | $12,998+4.7% | $6,918+96.6% |