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 | $57,678 | $149,040-61.3% | $120,225-52.0% | $137,256-58.0% |
| Participation rate | 84.2% | 75.4%+8.8pp | 69.6%+14.6pp | 80.0%+4.3pp |
| Annual return | 21.03% | 605.68%-584.7pp | 439.23%-418.2pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,381 | $4,350-68.2% | $3,475-60.3% | $4,156-66.8% |
| Participant deferral / active EE | $2,469 | $4,655-47.0% | $3,999-38.2% | $6,407-61.5% |
| Admin fee / account holder | $2,666 | $6,348-58.0% | $5,696-53.2% | $12,270-78.3% |