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 | $30,082 | $100,852-70.2% | $90,404-66.7% | $158,922-81.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 26.74% | 1724.20%-1697.5pp | 1293.02%-1266.3pp | 302.83%-276.1pp |
| Employer contribution / active EE | $918 | $3,689-75.1% | $3,262-71.9% | $4,761-80.7% |
| Participant deferral / active EE | $10,073 | $4,348+131.7% | $3,963+154.2% | $5,982+68.4% |
| Admin fee / account holder | $3,075 | $6,501-52.7% | $5,611-45.2% | $11,246-72.7% |