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 | $21,139 | $104,486-79.8% | $76,817-72.5% | $152,861-86.2% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.4%-11.0pp |
| Annual return | 24.69% | 1013.37%-988.7pp | 1166.11%-1141.4pp | 345.32%-320.6pp |
| Employer contribution / active EE | $980 | $3,116-68.5% | $2,302-57.4% | $4,762-79.4% |
| Participant deferral / active EE | $4,137 | $4,236-2.3% | $3,336+24.0% | $5,850-29.3% |
| Admin fee / account holder | $1,033 | $12,275-91.6% | $6,420-83.9% | $11,596-91.1% |