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 7-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 | $11,281 | $90,348-87.5% | $75,972-85.2% | $145,922-92.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.90% | 620.88%-610.0pp | 359.55%-348.6pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,423 | $3,311-57.0% | $2,685-47.0% | $4,660-69.5% |
| Participant deferral / active EE | $3,233 | $5,162-37.4% | $4,255-24.0% | $6,688-51.7% |
| Admin fee / account holder | $2,786 | $8,467-67.1% | $6,467-56.9% | $13,397-79.2% |