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 | $71,919 | $180,749-60.2% | $160,784-55.3% | $137,256-47.6% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 70.61% | 2234.46%-2163.9pp | 1803.92%-1733.3pp | 220.34%-149.7pp |
| Employer contribution / active EE | $2,402 | $4,155-42.2% | $3,733-35.6% | $4,156-42.2% |
| Participant deferral / active EE | $7,092 | $6,844+3.6% | $6,293+12.7% | $6,407+10.7% |
| Admin fee / account holder | $1,669 | $10,397-83.9% | $9,717-82.8% | $12,270-86.4% |