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 | $22,352 | $100,852-77.8% | $90,404-75.3% | $158,922-85.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.77% | 1724.20%-1707.4pp | 1293.02%-1276.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,372 | $3,689-8.6% | $3,262+3.4% | $4,761-29.2% |
| Participant deferral / active EE | $3,548 | $4,348-18.4% | $3,963-10.5% | $5,982-40.7% |
| Admin fee / account holder | $3,305 | $6,501-49.2% | $5,611-41.1% | $11,246-70.6% |