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 8-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 | $21,552 | $100,852-78.6% | $90,404-76.2% | $158,922-86.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 21.96% | 1724.20%-1702.2pp | 1293.02%-1271.1pp | 302.83%-280.9pp |
| Employer contribution / active EE | $433 | $3,689-88.3% | $3,262-86.7% | $4,761-90.9% |
| Participant deferral / active EE | $2,553 | $4,348-41.3% | $3,963-35.6% | $5,982-57.3% |
| Admin fee / account holder | $432 | $6,501-93.4% | $5,611-92.3% | $11,246-96.2% |