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 | $62,891 | $90,348-30.4% | $75,972-17.2% | $145,922-56.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.67% | 620.88%-608.2pp | 359.55%-346.9pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,133 | $3,311+55.0% | $2,685+91.2% | $4,660+10.2% |
| Participant deferral / active EE | $5,312 | $5,162+2.9% | $4,255+24.8% | $6,688-20.6% |
| Admin fee / account holder | $573 | $8,467-93.2% | $6,467-91.1% | $13,397-95.7% |