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 | $74,411 | $126,574-41.2% | $106,213-29.9% | $145,922-49.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.90% | 224.79%-210.9pp | 116.14%-102.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $3,715 | $3,730-0.4% | $3,171+17.1% | $4,660-20.3% |
| Participant deferral / active EE | $4,720 | $5,724-17.5% | $5,016-5.9% | $6,688-29.4% |
| Admin fee / account holder | $875 | $17,304-94.9% | $11,033-92.1% | $13,397-93.5% |