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 | $31,659 | $57,281-44.7% | $86,612-63.4% | $75,163-57.9% |
| Participation rate | 90.9% | 63.2%+27.7pp | 71.7%+19.2pp | 67.2%+23.7pp |
| Annual return | 33.90% | 2670.75%-2636.9pp | 591.07%-557.2pp | 160.62%-126.7pp |
| Employer contribution / active EE | $4,651 | $2,314+100.9% | $3,022+53.9% | $2,670+74.2% |
| Participant deferral / active EE | $10,508 | $3,318+216.7% | $4,438+136.8% | $4,125+154.7% |
| Admin fee / account holder | $447 | $4,112-89.1% | $5,614-92.0% | $5,651-92.1% |