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 | $207,625 | $159,901+29.8% | $146,958+41.3% | $145,922+42.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.30% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $10,503 | $5,286+98.7% | $4,933+112.9% | $4,660+125.4% |
| Participant deferral / active EE | $13,010 | $8,428+54.4% | $8,070+61.2% | $6,688+94.5% |
| Admin fee / account holder | $804 | $15,044-94.7% | $12,998-93.8% | $13,397-94.0% |