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 | $22,368 | $102,604-78.2% | $86,188-74.0% | $139,434-84.0% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 13.99% | 1922.51%-1908.5pp | 1168.45%-1154.5pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,069 | $3,032-64.8% | $2,380-55.1% | $4,751-77.5% |
| Participant deferral / active EE | $3,128 | $4,676-33.1% | $3,985-21.5% | $6,710-53.4% |
| Admin fee / account holder | $427 | $8,657-95.1% | $6,852-93.8% | $11,403-96.3% |