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 8-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 | $47,281 | $70,606-33.0% | $53,898-12.3% | $142,382-66.8% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 20.56% | 619.81%-599.3pp | 528.60%-508.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $6,080 | $1,202+405.7% | $932+552.3% | $4,299+41.4% |
| Participant deferral / active EE | $2,997 | $2,364+26.8% | $1,826+64.1% | $6,507-53.9% |
| Admin fee / account holder | $1,442 | $2,852-49.4% | $2,491-42.1% | $12,624-88.6% |