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 | $49,335 | $99,020-50.2% | $86,590-43.0% | $147,584-66.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.65% | 1312.34%-1298.7pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,344 | $3,132+6.8% | $2,839+17.8% | $4,876-31.4% |
| Participant deferral / active EE | $2,195 | $3,972-44.7% | $3,609-39.2% | $5,439-59.6% |
| Admin fee / account holder | $44,240 | $5,710+674.7% | $4,906+801.8% | $10,885+306.4% |