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 | $55,384 | $84,696-34.6% | $75,696-26.8% | $167,490-66.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.09% | 199.36%-188.3pp | 104.53%-93.4pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,139 | $3,230-64.7% | $2,743-58.5% | $4,837-76.5% |
| Participant deferral / active EE | $2,603 | $4,580-43.2% | $3,821-31.9% | $6,341-59.0% |
| Admin fee / account holder | $1,700 | $5,355-68.2% | $3,619-53.0% | $12,309-86.2% |