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 9-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 | $116,032 | $102,317+13.4% | $146,958-21.0% | $80,856+43.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 23.74% | 134.76%-111.0pp | 418.34%-394.6pp | 35.59%-11.9pp |
| Employer contribution / active EE | $11,343 | $3,713+205.5% | $4,933+129.9% | $2,755+311.7% |
| Participant deferral / active EE | $12,297 | $6,644+85.1% | $8,070+52.4% | $4,296+186.3% |
| Admin fee / account holder | $4,093 | $7,941-48.5% | $12,998-68.5% | $6,918-40.8% |