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 | $53,675 | $100,852-46.8% | $90,404-40.6% | $158,922-66.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 17.47% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,123 | $3,689-42.4% | $3,262-34.9% | $4,761-55.4% |
| Participant deferral / active EE | $9,080 | $4,348+108.8% | $3,963+129.1% | $5,982+51.8% |
| Admin fee / account holder | $8,971 | $6,501+38.0% | $5,611+59.9% | $11,246-20.2% |