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 6-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 | $22,823 | $114,047-80.0% | $96,139-76.3% | $167,490-86.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.63% | 189.88%-174.2pp | 191.94%-176.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $4,198 | $3,427+22.5% | $2,797+50.1% | $4,837-13.2% |
| Participant deferral / active EE | $9,808 | $5,194+88.8% | $4,349+125.5% | $6,341+54.7% |
| Admin fee / account holder | $515 | $6,897-92.5% | $5,537-90.7% | $12,309-95.8% |