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 6-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 | $136,170 | $102,317+33.1% | $146,958-7.3% | $80,856+68.4% |
| Participation rate | 94.9% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 17.74% | 134.76%-117.0pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $16,294 | $3,713+338.8% | $4,933+230.3% | $2,755+491.5% |
| Participant deferral / active EE | $20,177 | $6,644+203.7% | $8,070+150.0% | $4,296+369.7% |
| Admin fee / account holder | $5,288 | $7,941-33.4% | $12,998-59.3% | $6,918-23.6% |