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 | $67,471 | $97,757-31.0% | $83,848-19.5% | $135,375-50.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 19.67% | 1287.37%-1267.7pp | 850.88%-831.2pp | 519.73%-500.1pp |
| Employer contribution / active EE | $2,857 | $4,222-32.3% | $3,631-21.3% | $4,779-40.2% |
| Participant deferral / active EE | $17,221 | $4,682+267.8% | $4,082+321.9% | $5,609+207.0% |
| Admin fee / account holder | $307 | $6,674-95.4% | $5,478-94.4% | $10,827-97.2% |