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 7-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 | $69,668 | $72,396-3.8% | $67,511+3.2% | $145,959-52.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.77% | 7194.07%-7175.3pp | 3517.41%-3498.6pp | 561.95%-543.2pp |
| Employer contribution / active EE | $3,014 | $3,071-1.8% | $2,733+10.3% | $4,661-35.3% |
| Participant deferral / active EE | $6,020 | $4,781+25.9% | $4,000+50.5% | $6,689-10.0% |
| Admin fee / account holder | $649 | $5,538-88.3% | $3,999-83.8% | $13,398-95.2% |