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 7-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 | $51,766 | $88,751-41.7% | $81,812-36.7% | $145,922-64.5% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 23.16% | 1025.40%-1002.2pp | 773.79%-750.6pp | 561.29%-538.1pp |
| Employer contribution / active EE | $2,462 | $3,083-20.1% | $2,912-15.4% | $4,660-47.2% |
| Participant deferral / active EE | $7,817 | $4,643+68.4% | $4,319+81.0% | $6,688+16.9% |
| Admin fee / account holder | $492 | $8,415-94.1% | $7,386-93.3% | $13,397-96.3% |