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 | $43,482 | $202,432-78.5% | $169,368-74.3% | $139,434-68.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.09% | 531.74%-520.6pp | 405.60%-394.5pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,202 | $4,692-74.4% | $4,013-70.0% | $4,751-74.7% |
| Participant deferral / active EE | $2,660 | $6,938-61.7% | $6,221-57.3% | $6,710-60.4% |
| Admin fee / account holder | $955 | $10,708-91.1% | $9,003-89.4% | $11,403-91.6% |