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 | $112,317 | $83,902+33.9% | $167,512-32.9% | $84,808+32.4% |
| Participation rate | 70.3% | 66.5%+3.8pp | 77.1%-6.8pp | 68.3%+2.0pp |
| Annual return | 17.22% | 91.55%-74.3pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,824 | $2,264+201.5% | $3,882+75.8% | $2,631+159.4% |
| Participant deferral / active EE | $14,461 | $4,442+225.5% | $6,405+125.8% | $4,212+243.4% |
| Admin fee / account holder | $2,434 | $7,915-69.2% | $9,769-75.1% | $7,344-66.8% |