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 | $71,089 | $102,317-30.5% | $146,958-51.6% | $80,856-12.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.03% | 134.76%-115.7pp | 418.34%-399.3pp | 35.59%-16.6pp |
| Employer contribution / active EE | $5,085 | $3,713+36.9% | $4,933+3.1% | $2,755+84.6% |
| Participant deferral / active EE | $12,174 | $6,644+83.2% | $8,070+50.9% | $4,296+183.4% |
| Admin fee / account holder | $5,133 | $7,941-35.4% | $12,998-60.5% | $6,918-25.8% |