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 | $74,560 | $99,020-24.7% | $86,590-13.9% | $147,584-49.5% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 20.21% | 1312.34%-1292.1pp | 964.84%-944.6pp | 578.55%-558.3pp |
| Employer contribution / active EE | $8,560 | $3,132+173.3% | $2,839+201.5% | $4,876+75.5% |
| Participant deferral / active EE | $7,283 | $3,972+83.4% | $3,609+101.8% | $5,439+33.9% |
| Admin fee / account holder | $5,231 | $5,710-8.4% | $4,906+6.6% | $10,885-51.9% |