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 | $62,051 | $81,625-24.0% | $58,482+6.1% | $139,434-55.5% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 18.07% | 7404.20%-7386.1pp | 4239.32%-4221.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $784 | $1,398-43.9% | $1,053-25.6% | $4,751-83.5% |
| Participant deferral / active EE | $3,201 | $2,557+25.2% | $1,924+66.4% | $6,710-52.3% |
| Admin fee / account holder | $1,193 | $3,265-63.5% | $2,516-52.6% | $11,403-89.5% |