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 | $54,077 | $81,625-33.7% | $58,482-7.5% | $139,434-61.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 13.93% | 7404.20%-7390.3pp | 4239.32%-4225.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,699 | $1,398+21.5% | $1,053+61.3% | $4,751-64.2% |
| Participant deferral / active EE | $6,926 | $2,557+170.9% | $1,924+260.0% | $6,710+3.2% |
| Admin fee / account holder | $510 | $3,265-84.4% | $2,516-79.7% | $11,403-95.5% |