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 | $54,505 | $83,902-35.0% | $167,512-67.5% | $84,808-35.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 36.75% | 91.55%-54.8pp | 1615.79%-1579.0pp | 40.90%-4.1pp |
| Employer contribution / active EE | $3,310 | $2,264+46.2% | $3,882-14.7% | $2,631+25.8% |
| Participant deferral / active EE | $6,644 | $4,442+49.6% | $6,405+3.7% | $4,212+57.8% |
| Admin fee / account holder | $4,905 | $7,915-38.0% | $9,769-49.8% | $7,344-33.2% |