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 | $70,756-37.6% | $65,493-32.5% | $142,382-69.0% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 16.37% | 1754.89%-1738.5pp | 982.45%-966.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,260 | $2,881-56.3% | $2,574-51.1% | $4,299-70.7% |
| Participant deferral / active EE | $2,418 | $4,637-47.8% | $3,961-38.9% | $6,507-62.8% |
| Admin fee / account holder | $443 | $6,559-93.2% | $5,028-91.2% | $12,624-96.5% |