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 | $20,216 | $109,817-81.6% | $98,442-79.5% | $167,490-87.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.74% | 1956.69%-1947.0pp | 1492.73%-1483.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,939 | $3,224-39.9% | $2,960-34.5% | $4,837-59.9% |
| Participant deferral / active EE | $2,723 | $4,673-41.7% | $4,276-36.3% | $6,341-57.1% |
| Admin fee / account holder | $435 | $6,753-93.6% | $5,949-92.7% | $12,309-96.5% |