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 | $60,737 | $83,902-27.6% | $167,512-63.7% | $84,808-28.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 37.31% | 91.55%-54.2pp | 1615.79%-1578.5pp | 40.90%-3.6pp |
| Employer contribution / active EE | $2,932 | $2,264+29.5% | $3,882-24.5% | $2,631+11.4% |
| Participant deferral / active EE | $5,743 | $4,442+29.3% | $6,405-10.3% | $4,212+36.4% |
| Admin fee / account holder | $561 | $7,915-92.9% | $9,769-94.3% | $7,344-92.4% |