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 | $60,582 | $102,317-40.8% | $146,958-58.8% | $80,856-25.1% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 31.95% | 134.76%-102.8pp | 418.34%-386.4pp | 35.59%-3.6pp |
| Employer contribution / active EE | $3,931 | $3,713+5.9% | $4,933-20.3% | $2,755+42.7% |
| Participant deferral / active EE | $6,763 | $6,644+1.8% | $8,070-16.2% | $4,296+57.4% |
| Admin fee / account holder | $486 | $7,941-93.9% | $12,998-96.3% | $6,918-93.0% |