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 | $66,268 | $104,907-36.8% | $84,611-21.7% | $152,861-56.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.84% | 373.79%-349.9pp | 258.74%-234.9pp | 345.32%-321.5pp |
| Employer contribution / active EE | $3,029 | $3,302-8.3% | $2,652+14.2% | $4,762-36.4% |
| Participant deferral / active EE | $7,984 | $4,688+70.3% | $3,899+104.8% | $5,850+36.5% |
| Admin fee / account holder | $821 | $6,241-86.8% | $4,912-83.3% | $11,596-92.9% |