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 6-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 | $73,220 | $88,710-17.5% | $81,783-10.5% | $145,959-49.8% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.4%+23.3pp | 80.3%+15.4pp |
| Annual return | 18.41% | 1027.26%-1008.9pp | 775.05%-756.6pp | 561.95%-543.5pp |
| Employer contribution / active EE | $7,113 | $3,083+130.7% | $2,913+144.2% | $4,661+52.6% |
| Participant deferral / active EE | $19,284 | $4,645+315.2% | $4,320+346.4% | $6,689+188.3% |
| Admin fee / account holder | $4,657 | $8,407-44.6% | $7,380-36.9% | $13,398-65.2% |