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 | $67,366 | $88,751-24.1% | $81,812-17.7% | $145,922-53.8% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 19.15% | 1025.40%-1006.3pp | 773.79%-754.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,224 | $3,083-27.9% | $2,912-23.6% | $4,660-52.3% |
| Participant deferral / active EE | $3,752 | $4,643-19.2% | $4,319-13.1% | $6,688-43.9% |
| Admin fee / account holder | $585 | $8,415-93.1% | $7,386-92.1% | $13,397-95.6% |