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 | $29,687 | $100,852-70.6% | $90,404-67.2% | $158,922-81.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 26.30% | 1724.20%-1697.9pp | 1293.02%-1266.7pp | 302.83%-276.5pp |
| Employer contribution / active EE | $1,976 | $3,689-46.4% | $3,262-39.4% | $4,761-58.5% |
| Participant deferral / active EE | $7,297 | $4,348+67.8% | $3,963+84.1% | $5,982+22.0% |
| Admin fee / account holder | $10,545 | $6,501+62.2% | $5,611+87.9% | $11,246-6.2% |