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 | $32,900 | $72,400-54.6% | $67,502-51.3% | $145,922-77.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.87% | 7182.46%-7167.6pp | 3512.12%-3497.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $5,068 | $3,069+65.1% | $2,731+85.6% | $4,660+8.8% |
| Participant deferral / active EE | $1,677 | $4,783-64.9% | $4,000-58.1% | $6,688-74.9% |
| Admin fee / account holder | $1,748 | $5,539-68.4% | $3,998-56.3% | $13,397-87.0% |