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 | $64,887 | $57,281+13.3% | $86,612-25.1% | $75,163-13.7% |
| Participation rate | 80.0% | 63.2%+16.8pp | 71.7%+8.3pp | 67.2%+12.8pp |
| Annual return | 21.55% | 2670.75%-2649.2pp | 591.07%-569.5pp | 160.62%-139.1pp |
| Employer contribution / active EE | $4,578 | $2,314+97.8% | $3,022+51.5% | $2,670+71.5% |
| Participant deferral / active EE | $8,348 | $3,318+151.6% | $4,438+88.1% | $4,125+102.4% |
| Admin fee / account holder | $4,374 | $4,112+6.4% | $5,614-22.1% | $5,651-22.6% |