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 | $45,091 | $109,817-58.9% | $98,442-54.2% | $167,490-73.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 31.02% | 1956.69%-1925.7pp | 1492.73%-1461.7pp | 478.56%-447.5pp |
| Employer contribution / active EE | $8,128 | $3,224+152.1% | $2,960+174.6% | $4,837+68.0% |
| Participant deferral / active EE | $3,340 | $4,673-28.5% | $4,276-21.9% | $6,341-47.3% |
| Admin fee / account holder | $2,697 | $6,753-60.1% | $5,949-54.7% | $12,309-78.1% |