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 7-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 | $47,290 | $96,305-50.9% | $80,569-41.3% | $139,434-66.1% |
| Participation rate | 70.0% | 73.6%-3.6pp | 67.0%+3.0pp | 80.3%-10.3pp |
| Annual return | 17.57% | 1350.08%-1332.5pp | 935.43%-917.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $4,066 | $3,262+24.6% | $2,723+49.3% | $4,751-14.4% |
| Participant deferral / active EE | $9,046 | $5,232+72.9% | $4,447+103.4% | $6,710+34.8% |
| Admin fee / account holder | $8,291 | $6,599+25.7% | $5,377+54.2% | $11,403-27.3% |