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 | $66,500 | $88,751-25.1% | $81,812-18.7% | $145,922-54.4% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 12.67% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,356 | $3,083-23.6% | $2,912-19.1% | $4,660-49.4% |
| Participant deferral / active EE | $4,030 | $4,643-13.2% | $4,319-6.7% | $6,688-39.7% |
| Admin fee / account holder | $728 | $8,415-91.4% | $7,386-90.1% | $13,397-94.6% |