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 | $66,995 | $70,756-5.3% | $65,493+2.3% | $142,382-52.9% |
| Participation rate | 92.9% | 77.4%+15.5pp | 73.1%+19.8pp | 80.1%+12.7pp |
| Annual return | 16.89% | 1754.89%-1738.0pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,639 | $2,881+26.3% | $2,574+41.3% | $4,299-15.4% |
| Participant deferral / active EE | $10,469 | $4,637+125.8% | $3,961+164.3% | $6,507+60.9% |
| Admin fee / account holder | $989 | $6,559-84.9% | $5,028-80.3% | $12,624-92.2% |