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 | $23,925 | $96,305-75.2% | $80,569-70.3% | $139,434-82.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.07% | 1350.08%-1329.0pp | 935.43%-914.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,374 | $3,262-27.2% | $2,723-12.8% | $4,751-50.0% |
| Participant deferral / active EE | $4,031 | $5,232-23.0% | $4,447-9.4% | $6,710-39.9% |
| Admin fee / account holder | $365 | $6,599-94.5% | $5,377-93.2% | $11,403-96.8% |