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 | $60,865 | $57,281+6.3% | $86,612-29.7% | $75,163-19.0% |
| Participation rate | 86.4% | 63.2%+23.2pp | 71.7%+14.7pp | 67.2%+19.2pp |
| Annual return | 17.56% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,687 | $2,314+16.1% | $3,022-11.1% | $2,670+0.6% |
| Participant deferral / active EE | $7,783 | $3,318+134.6% | $4,438+75.4% | $4,125+88.7% |
| Admin fee / account holder | $6,567 | $4,112+59.7% | $5,614+17.0% | $5,651+16.2% |