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 | $16,686 | $114,047-85.4% | $96,139-82.6% | $167,490-90.0% |
| Participation rate | 89.5% | 75.1%+14.4pp | 68.4%+21.0pp | 82.1%+7.4pp |
| Annual return | 15.08% | 189.88%-174.8pp | 191.94%-176.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,776 | $3,427-48.2% | $2,797-36.5% | $4,837-63.3% |
| Participant deferral / active EE | $2,947 | $5,194-43.3% | $4,349-32.2% | $6,341-53.5% |
| Admin fee / account holder | $505 | $6,897-92.7% | $5,537-90.9% | $12,309-95.9% |