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 9-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 | $36,405 | $70,606-48.4% | $53,898-32.5% | $142,382-74.4% |
| Participation rate | 77.8% | 63.7%+14.1pp | 55.0%+22.8pp | 80.1%-2.3pp |
| Annual return | 28.30% | 619.81%-591.5pp | 528.60%-500.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $2,487 | $1,202+106.9% | $932+166.8% | $4,299-42.2% |
| Participant deferral / active EE | $5,146 | $2,364+117.7% | $1,826+181.8% | $6,507-20.9% |
| Admin fee / account holder | $315 | $2,852-88.9% | $2,491-87.3% | $12,624-97.5% |