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 | $23,602 | $109,817-78.5% | $98,442-76.0% | $167,490-85.9% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 16.56% | 1956.69%-1940.1pp | 1492.73%-1476.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,387 | $3,224-57.0% | $2,960-53.1% | $4,837-71.3% |
| Participant deferral / active EE | $2,998 | $4,673-35.8% | $4,276-29.9% | $6,341-52.7% |
| Admin fee / account holder | $729 | $6,753-89.2% | $5,949-87.8% | $12,309-94.1% |