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 | $73,579 | $102,317-28.1% | $146,958-49.9% | $80,856-9.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 21.25% | 134.76%-113.5pp | 418.34%-397.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $5,514 | $3,713+48.5% | $4,933+11.8% | $2,755+100.1% |
| Participant deferral / active EE | $10,998 | $6,644+65.5% | $8,070+36.3% | $4,296+156.0% |
| Admin fee / account holder | $6,981 | $7,941-12.1% | $12,998-46.3% | $6,918+0.9% |