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 | $42,112 | $109,817-61.7% | $98,442-57.2% | $167,490-74.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.27% | 1956.69%-1939.4pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,733 | $3,224-15.2% | $2,960-7.7% | $4,837-43.5% |
| Participant deferral / active EE | $5,921 | $4,673+26.7% | $4,276+38.5% | $6,341-6.6% |
| Admin fee / account holder | $1,364 | $6,753-79.8% | $5,949-77.1% | $12,309-88.9% |