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 | $67,279 | $72,071-6.6% | $68,368-1.6% | $137,256-51.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 51.14% | 353.14%-302.0pp | 292.57%-241.4pp | 220.34%-169.2pp |
| Employer contribution / active EE | $9,337 | $2,788+234.9% | $2,649+252.5% | $4,156+124.7% |
| Participant deferral / active EE | $12,608 | $4,410+185.9% | $4,123+205.8% | $6,407+96.8% |
| Admin fee / account holder | $7,326 | $5,336+37.3% | $5,150+42.3% | $12,270-40.3% |