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 8-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 | $20,647 | $81,625-74.7% | $58,482-64.7% | $139,434-85.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.05% | 7404.20%-7390.1pp | 4239.32%-4225.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,594 | $1,398+14.0% | $1,053+51.3% | $4,751-66.5% |
| Participant deferral / active EE | $4,484 | $2,557+75.4% | $1,924+133.1% | $6,710-33.2% |
| Admin fee / account holder | $2,184 | $3,265-33.1% | $2,516-13.2% | $11,403-80.8% |