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 | $94,565 | $72,400+30.6% | $67,502+40.1% | $145,922-35.2% |
| Participation rate | 73.7% | 76.9%-3.2pp | 72.9%+0.8pp | 80.3%-6.6pp |
| Annual return | 10.60% | 7182.46%-7171.9pp | 3512.12%-3501.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,849 | $3,069-7.2% | $2,731+4.3% | $4,660-38.9% |
| Participant deferral / active EE | $9,838 | $4,783+105.7% | $4,000+146.0% | $6,688+47.1% |
| Admin fee / account holder | $2,011 | $5,539-63.7% | $3,998-49.7% | $13,397-85.0% |