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 | $73,135 | $97,757-25.2% | $83,848-12.8% | $135,375-46.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.13% | 1287.37%-1278.2pp | 850.88%-841.7pp | 519.73%-510.6pp |
| Employer contribution / active EE | $1,738 | $4,222-58.8% | $3,631-52.1% | $4,779-63.6% |
| Participant deferral / active EE | $6,507 | $4,682+39.0% | $4,082+59.4% | $5,609+16.0% |
| Admin fee / account holder | $979 | $6,674-85.3% | $5,478-82.1% | $10,827-91.0% |