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 | $130,461 | $158,398-17.6% | $126,539+3.1% | $142,382-8.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.40% | 593.76%-577.4pp | 425.95%-409.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,480 | $4,650-46.7% | $3,674-32.5% | $4,299-42.3% |
| Participant deferral / active EE | $19,466 | $4,767+308.4% | $4,083+376.8% | $6,507+199.1% |
| Admin fee / account holder | $2,063 | $6,918-70.2% | $6,065-66.0% | $12,624-83.7% |