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 | $21,815 | $96,305-77.3% | $80,569-72.9% | $139,434-84.4% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 27.22% | 1350.08%-1322.9pp | 935.43%-908.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $8,143 | $3,262+149.6% | $2,723+199.0% | $4,751+71.4% |
| Participant deferral / active EE | $6,586 | $5,232+25.9% | $4,447+48.1% | $6,710-1.9% |
| Admin fee / account holder | $1,225 | $6,599-81.4% | $5,377-77.2% | $11,403-89.3% |