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 | $14,185 | $92,703-84.7% | $82,719-82.9% | $134,475-89.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 18.94% | 944.92%-926.0pp | 701.18%-682.2pp | 417.96%-399.0pp |
| Employer contribution / active EE | $1,534 | $3,274-53.1% | $3,009-49.0% | $4,740-67.6% |
| Participant deferral / active EE | $2,503 | $4,802-47.9% | $4,395-43.1% | $6,400-60.9% |
| Admin fee / account holder | $1,397 | $5,983-76.7% | $5,329-73.8% | $11,426-87.8% |