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 | $108,019 | $158,398-31.8% | $126,539-14.6% | $142,382-24.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.34% | 593.76%-576.4pp | 425.95%-408.6pp | 217.08%-199.7pp |
| Employer contribution / active EE | $7,515 | $4,650+61.6% | $3,674+104.5% | $4,299+74.8% |
| Participant deferral / active EE | $16,467 | $4,767+245.5% | $4,083+303.3% | $6,507+153.1% |
| Admin fee / account holder | $1,672 | $6,918-75.8% | $6,065-72.4% | $12,624-86.8% |