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 | $50,972 | $100,852-49.5% | $90,404-43.6% | $158,922-67.9% |
| Participation rate | 89.5% | 75.0%+14.5pp | 72.7%+16.8pp | 82.0%+7.5pp |
| Annual return | 56.52% | 1724.20%-1667.7pp | 1293.02%-1236.5pp | 302.83%-246.3pp |
| Employer contribution / active EE | $4,283 | $3,689+16.1% | $3,262+31.3% | $4,761-10.0% |
| Participant deferral / active EE | $8,111 | $4,348+86.6% | $3,963+104.7% | $5,982+35.6% |
| Admin fee / account holder | $569 | $6,501-91.2% | $5,611-89.9% | $11,246-94.9% |