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 | $31,034 | $109,817-71.7% | $98,442-68.5% | $167,490-81.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.88% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,052 | $3,224-5.3% | $2,960+3.1% | $4,837-36.9% |
| Participant deferral / active EE | $2,456 | $4,673-47.4% | $4,276-42.6% | $6,341-61.3% |
| Admin fee / account holder | $676 | $6,753-90.0% | $5,949-88.6% | $12,309-94.5% |