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 | $75,906 | $65,409+16.0% | $98,442-22.9% | $85,850-11.6% |
| Participation rate | 93.1% | 65.0%+28.1pp | 73.3%+19.8pp | 69.3%+23.8pp |
| Annual return | 25.04% | 21.76%+3.3pp | 1492.73%-1467.7pp | 318.53%-293.5pp |
| Employer contribution / active EE | $4,114 | $2,168+89.8% | $2,960+39.0% | $2,565+60.4% |
| Participant deferral / active EE | $9,230 | $3,166+191.5% | $4,276+115.8% | $3,952+133.6% |
| Admin fee / account holder | $790 | $4,593-82.8% | $5,949-86.7% | $6,260-87.4% |