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 | $40,938 | $109,817-62.7% | $98,442-58.4% | $167,490-75.6% |
| Participation rate | 72.7% | 75.8%-3.1pp | 73.3%-0.6pp | 82.1%-9.4pp |
| Annual return | 23.13% | 1956.69%-1933.6pp | 1492.73%-1469.6pp | 478.56%-455.4pp |
| Employer contribution / active EE | $1,566 | $3,224-51.4% | $2,960-47.1% | $4,837-67.6% |
| Participant deferral / active EE | $2,887 | $4,673-38.2% | $4,276-32.5% | $6,341-54.5% |
| Admin fee / account holder | $1,000 | $6,753-85.2% | $5,949-83.2% | $12,309-91.9% |