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 | $92,939 | $158,398-41.3% | $126,539-26.6% | $142,382-34.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.97% | 593.76%-573.8pp | 425.95%-406.0pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,555 | $4,650-45.1% | $3,674-30.5% | $4,299-40.6% |
| Participant deferral / active EE | $9,445 | $4,767+98.1% | $4,083+131.3% | $6,507+45.1% |
| Admin fee / account holder | $337 | $6,918-95.1% | $6,065-94.4% | $12,624-97.3% |