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 | $51,010 | $60,124-15.2% | $90,404-43.6% | $79,858-36.1% |
| Participation rate | 90.0% | 65.0%+25.0pp | 72.7%+17.3pp | 69.6%+20.4pp |
| Annual return | 22.01% | 71.94%-49.9pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $3,994 | $2,068+93.2% | $3,262+22.5% | $2,471+61.7% |
| Participant deferral / active EE | $8,035 | $2,938+173.5% | $3,963+102.7% | $3,740+114.8% |
| Admin fee / account holder | $908 | $3,976-77.2% | $5,611-83.8% | $5,306-82.9% |