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 | $23,062 | $158,398-85.4% | $126,539-81.8% | $142,382-83.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.96% | 593.76%-571.8pp | 425.95%-404.0pp | 217.08%-195.1pp |
| Employer contribution / active EE | $7,560 | $4,650+62.6% | $3,674+105.8% | $4,299+75.9% |
| Participant deferral / active EE | $3,586 | $4,767-24.8% | $4,083-12.2% | $6,507-44.9% |
| Admin fee / account holder | $1,505 | $6,918-78.2% | $6,065-75.2% | $12,624-88.1% |