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 | $57,467 | $88,751-35.2% | $81,812-29.8% | $145,922-60.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 12.75% | 1025.40%-1012.7pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $7,991 | $3,083+159.2% | $2,912+174.4% | $4,660+71.5% |
| Participant deferral / active EE | $7,761 | $4,643+67.1% | $4,319+79.7% | $6,688+16.0% |
| Admin fee / account holder | $5,437 | $8,415-35.4% | $7,386-26.4% | $13,397-59.4% |