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 | $82,515 | $109,982-25.0% | $97,226-15.1% | $145,922-43.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.50% | 242.90%-226.4pp | 75.13%-58.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,488 | $3,084-19.3% | $2,729-8.8% | $4,660-46.6% |
| Participant deferral / active EE | $7,838 | $4,676+67.6% | $4,264+83.8% | $6,688+17.2% |
| Admin fee / account holder | $552 | $6,221-91.1% | $5,654-90.2% | $13,397-95.9% |