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 | $63,915 | $109,817-41.8% | $98,442-35.1% | $167,490-61.8% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 14.34% | 1956.69%-1942.4pp | 1492.73%-1478.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,723 | $3,224-46.6% | $2,960-41.8% | $4,837-64.4% |
| Participant deferral / active EE | $7,431 | $4,673+59.0% | $4,276+73.8% | $6,341+17.2% |
| Admin fee / account holder | $917 | $6,753-86.4% | $5,949-84.6% | $12,309-92.6% |