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 7-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 | $76,310 | $80,812-5.6% | $160,784-52.5% | $82,448-7.4% |
| Participation rate | 86.0% | 66.2%+19.8pp | 77.0%+9.0pp | 68.1%+17.9pp |
| Annual return | 17.90% | 100.59%-82.7pp | 1803.92%-1786.0pp | 41.64%-23.7pp |
| Employer contribution / active EE | $4,578 | $2,174+110.6% | $3,733+22.6% | $2,551+79.5% |
| Participant deferral / active EE | $11,224 | $4,335+158.9% | $6,293+78.4% | $4,139+171.1% |
| Admin fee / account holder | $1,772 | $7,695-77.0% | $9,717-81.8% | $7,234-75.5% |