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 | $65,157 | $124,185-47.5% | $108,410-39.9% | $167,490-61.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.47% | 1379.64%-1362.2pp | 905.27%-887.8pp | 478.56%-461.1pp |
| Employer contribution / active EE | $6,762 | $4,187+61.5% | $3,558+90.0% | $4,837+39.8% |
| Participant deferral / active EE | $11,054 | $6,908+60.0% | $6,563+68.4% | $6,341+74.3% |
| Admin fee / account holder | $541 | $9,455-94.3% | $7,295-92.6% | $12,309-95.6% |