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 | $50,319 | $109,982-54.2% | $97,226-48.2% | $145,922-65.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.72% | 242.90%-228.2pp | 75.13%-60.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,200 | $3,084-28.7% | $2,729-19.4% | $4,660-52.8% |
| Participant deferral / active EE | $6,640 | $4,676+42.0% | $4,264+55.7% | $6,688-0.7% |
| Admin fee / account holder | $836 | $6,221-86.6% | $5,654-85.2% | $13,397-93.8% |