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 9-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 | $37,709 | $102,317-63.1% | $146,958-74.3% | $80,856-53.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.34% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,520 | $3,713-32.1% | $4,933-48.9% | $2,755-8.5% |
| Participant deferral / active EE | $5,267 | $6,644-20.7% | $8,070-34.7% | $4,296+22.6% |
| Admin fee / account holder | $572 | $7,941-92.8% | $12,998-95.6% | $6,918-91.7% |