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 | $63,971 | $96,305-33.6% | $80,569-20.6% | $139,434-54.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.27% | 1350.08%-1336.8pp | 935.43%-922.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $5,565 | $3,262+70.6% | $2,723+104.3% | $4,751+17.1% |
| Participant deferral / active EE | $10,149 | $5,232+94.0% | $4,447+128.2% | $6,710+51.2% |
| Admin fee / account holder | $3,290 | $6,599-50.1% | $5,377-38.8% | $11,403-71.2% |