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 | $44,186 | $68,097-35.1% | $62,929-29.8% | $137,256-67.8% |
| Participation rate | 88.9% | 77.4%+11.4pp | 73.1%+15.8pp | 80.0%+8.9pp |
| Annual return | 16.37% | 1859.11%-1842.7pp | 1063.93%-1047.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,260 | $2,811-55.2% | $2,505-49.7% | $4,156-69.7% |
| Participant deferral / active EE | $2,418 | $4,553-46.9% | $3,888-37.8% | $6,407-62.3% |
| Admin fee / account holder | $443 | $6,521-93.2% | $5,065-91.2% | $12,270-96.4% |