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 | $64,630 | $138,065-53.2% | $123,544-47.7% | $135,375-52.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 110.86% | 153.68%-42.8pp | 119.20%-8.3pp | 519.73%-408.9pp |
| Employer contribution / active EE | $1,365 | $5,151-73.5% | $4,628-70.5% | $4,779-71.4% |
| Participant deferral / active EE | $12,236 | $6,799+80.0% | $6,426+90.4% | $5,609+118.2% |
| Admin fee / account holder | $2,141 | $10,916-80.4% | $9,284-76.9% | $10,827-80.2% |