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 | $111,814 | $104,974+6.5% | $95,585+17.0% | $142,382-21.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 210.33%-210.3pp | 38.56%-38.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $10,618 | $2,779+282.1% | $2,527+320.2% | $4,299+147.0% |
| Participant deferral / active EE | $10,640 | $4,352+144.5% | $4,023+164.5% | $6,507+63.5% |
| Admin fee / account holder | $711 | $6,386-88.9% | $6,127-88.4% | $12,624-94.4% |