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 | $20,059 | $96,305-79.2% | $80,569-75.1% | $139,434-85.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 17.46% | 1350.08%-1332.6pp | 935.43%-918.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $879 | $3,262-73.0% | $2,723-67.7% | $4,751-81.5% |
| Participant deferral / active EE | $4,236 | $5,232-19.0% | $4,447-4.8% | $6,710-36.9% |
| Admin fee / account holder | $1,336 | $6,599-79.8% | $5,377-75.2% | $11,403-88.3% |