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 | $24,780 | $57,281-56.7% | $86,612-71.4% | $75,163-67.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 23.97% | 2670.75%-2646.8pp | 591.07%-567.1pp | 160.62%-136.7pp |
| Employer contribution / active EE | $4,961 | $2,314+114.4% | $3,022+64.1% | $2,670+85.8% |
| Participant deferral / active EE | $3,897 | $3,318+17.5% | $4,438-12.2% | $4,125-5.5% |
| Admin fee / account holder | $1,182 | $4,112-71.2% | $5,614-78.9% | $5,651-79.1% |