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 | $18,008 | $100,852-82.1% | $90,404-80.1% | $158,922-88.7% |
| Participation rate | 90.5% | 75.0%+15.5pp | 72.7%+17.8pp | 82.0%+8.5pp |
| Annual return | 22.55% | 1724.20%-1701.6pp | 1293.02%-1270.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $3,555 | $3,689-3.6% | $3,262+9.0% | $4,761-25.3% |
| Participant deferral / active EE | $4,284 | $4,348-1.5% | $3,963+8.1% | $5,982-28.4% |
| Admin fee / account holder | $388 | $6,501-94.0% | $5,611-93.1% | $11,246-96.5% |