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 | $37,028 | $60,124-38.4% | $90,404-59.0% | $79,858-53.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 37.68% | 71.94%-34.3pp | 1293.02%-1255.3pp | 31.71%+6.0pp |
| Employer contribution / active EE | $3,377 | $2,068+63.3% | $3,262+3.5% | $2,471+36.7% |
| Participant deferral / active EE | $6,624 | $2,938+125.4% | $3,963+67.1% | $3,740+77.1% |
| Admin fee / account holder | $1,229 | $3,976-69.1% | $5,611-78.1% | $5,306-76.8% |