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 | $89,530 | $57,281+56.3% | $86,612+3.4% | $75,163+19.1% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 16.39% | 2670.75%-2654.4pp | 591.07%-574.7pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,123 | $2,314+78.1% | $3,022+36.4% | $2,670+54.4% |
| Participant deferral / active EE | $10,553 | $3,318+218.1% | $4,438+137.8% | $4,125+155.8% |
| Admin fee / account holder | $3,317 | $4,112-19.3% | $5,614-40.9% | $5,651-41.3% |