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 | $85,751 | $102,616-16.4% | $81,983+4.6% | $158,922-46.0% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 155.07% | 61.04%+94.0pp | 41.31%+113.8pp | 302.83%-147.8pp |
| Employer contribution / active EE | $1,864 | $3,240-42.5% | $2,498-25.4% | $4,761-60.9% |
| Participant deferral / active EE | $2,027 | $4,648-56.4% | $3,722-45.6% | $5,982-66.1% |
| Admin fee / account holder | $971 | $8,235-88.2% | $5,664-82.8% | $11,246-91.4% |