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 8-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 | $72,769 | $72,400+0.5% | $67,502+7.8% | $145,922-50.1% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 11.20% | 7182.46%-7171.3pp | 3512.12%-3500.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $11,075 | $3,069+260.8% | $2,731+305.6% | $4,660+137.7% |
| Participant deferral / active EE | $5,783 | $4,783+20.9% | $4,000+44.6% | $6,688-13.5% |
| Admin fee / account holder | $572 | $5,539-89.7% | $3,998-85.7% | $13,397-95.7% |