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 | $36,365 | $104,486-65.2% | $76,817-52.7% | $152,861-76.2% |
| Participation rate | 70.0% | 76.6%-6.6pp | 72.1%-2.1pp | 82.4%-12.4pp |
| Annual return | 17.49% | 1013.37%-995.9pp | 1166.11%-1148.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,347 | $3,116-24.7% | $2,302+1.9% | $4,762-50.7% |
| Participant deferral / active EE | $5,613 | $4,236+32.5% | $3,336+68.3% | $5,850-4.1% |
| Admin fee / account holder | $9,232 | $12,275-24.8% | $6,420+43.8% | $11,596-20.4% |