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 7-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 | $16,281 | $102,604-84.1% | $86,188-81.1% | $139,434-88.3% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 15.09% | 1922.51%-1907.4pp | 1168.45%-1153.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,274 | $3,032-25.0% | $2,380-4.5% | $4,751-52.1% |
| Participant deferral / active EE | $3,347 | $4,676-28.4% | $3,985-16.0% | $6,710-50.1% |
| Admin fee / account holder | $480 | $8,657-94.5% | $6,852-93.0% | $11,403-95.8% |