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 | $68,218 | $76,738-11.1% | $56,411+20.9% | $145,922-53.3% |
| Participation rate | 72.7% | 63.2%+9.5pp | 52.5%+20.3pp | 80.3%-7.5pp |
| Annual return | 12.42% | 2994.23%-2981.8pp | 1701.33%-1688.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $591 | $1,380-57.2% | $1,039-43.1% | $4,660-87.3% |
| Participant deferral / active EE | $2,466 | $2,623-6.0% | $1,952+26.3% | $6,688-63.1% |
| Admin fee / account holder | $12,211 | $3,334+266.3% | $2,829+331.7% | $13,397-8.9% |