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 | $60,414 | $110,809-45.5% | $86,874-30.5% | $167,490-63.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.06% | 116.98%-103.9pp | 63.52%-50.5pp | 478.56%-465.5pp |
| Employer contribution / active EE | $1,629 | $3,244-49.8% | $2,495-34.7% | $4,837-66.3% |
| Participant deferral / active EE | $6,891 | $4,546+51.6% | $3,699+86.3% | $6,341+8.7% |
| Admin fee / account holder | $1,520 | $8,415-81.9% | $5,828-73.9% | $12,309-87.6% |