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 | $73,609 | $149,040-50.6% | $120,225-38.8% | $137,256-46.4% |
| Participation rate | 85.0% | 75.4%+9.6pp | 69.6%+15.4pp | 80.0%+5.0pp |
| Annual return | 20.26% | 605.68%-585.4pp | 439.23%-419.0pp | 220.34%-200.1pp |
| Employer contribution / active EE | $6,172 | $4,350+41.9% | $3,475+77.6% | $4,156+48.5% |
| Participant deferral / active EE | $2,819 | $4,655-39.4% | $3,999-29.5% | $6,407-56.0% |
| Admin fee / account holder | $878 | $6,348-86.2% | $5,696-84.6% | $12,270-92.8% |