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 | $42,598 | $57,281-25.6% | $86,612-50.8% | $75,163-43.3% |
| Participation rate | 90.9% | 63.2%+27.7pp | 71.7%+19.2pp | 67.2%+23.7pp |
| Annual return | 18.28% | 2670.75%-2652.5pp | 591.07%-572.8pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,342 | $2,314+44.4% | $3,022+10.6% | $2,670+25.2% |
| Participant deferral / active EE | $8,370 | $3,318+152.3% | $4,438+88.6% | $4,125+102.9% |
| Admin fee / account holder | $3,223 | $4,112-21.6% | $5,614-42.6% | $5,651-43.0% |