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 | $42,740 | $124,185-65.6% | $108,410-60.6% | $167,490-74.5% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 12.45% | 1379.64%-1367.2pp | 905.27%-892.8pp | 478.56%-466.1pp |
| Employer contribution / active EE | $4,385 | $4,187+4.7% | $3,558+23.2% | $4,837-9.4% |
| Participant deferral / active EE | $10,132 | $6,908+46.7% | $6,563+54.4% | $6,341+59.8% |
| Admin fee / account holder | $9,479 | $9,455+0.3% | $7,295+29.9% | $12,309-23.0% |