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 | $57,419 | $96,305-40.4% | $80,569-28.7% | $139,434-58.8% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 12.96% | 1350.08%-1337.1pp | 935.43%-922.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $7,484 | $3,262+129.4% | $2,723+174.8% | $4,751+57.5% |
| Participant deferral / active EE | $6,838 | $5,232+30.7% | $4,447+53.8% | $6,710+1.9% |
| Admin fee / account holder | $2,563 | $6,599-61.2% | $5,377-52.3% | $11,403-77.5% |