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 | $72,282 | $96,305-24.9% | $80,569-10.3% | $139,434-48.2% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 23.49% | 1350.08%-1326.6pp | 935.43%-911.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $647 | $3,262-80.2% | $2,723-76.3% | $4,751-86.4% |
| Participant deferral / active EE | $2,217 | $5,232-57.6% | $4,447-50.1% | $6,710-67.0% |
| Admin fee / account holder | $1,793 | $6,599-72.8% | $5,377-66.6% | $11,403-84.3% |