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 | $104,051 | $102,382+1.6% | $147,005-29.2% | $80,874+28.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.78% | 134.89%-117.1pp | 418.76%-401.0pp | 35.62%-17.8pp |
| Employer contribution / active EE | $13,444 | $3,715+261.9% | $4,934+172.5% | $2,756+387.9% |
| Participant deferral / active EE | $21,109 | $6,646+217.6% | $8,070+161.6% | $4,297+391.3% |
| Admin fee / account holder | $9,291 | $7,942+17.0% | $13,006-28.6% | $6,935+34.0% |