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 | $23,199 | $57,281-59.5% | $86,612-73.2% | $75,163-69.1% |
| Participation rate | 93.9% | 63.2%+30.7pp | 71.7%+22.2pp | 67.2%+26.7pp |
| Annual return | 26.48% | 2670.75%-2644.3pp | 591.07%-564.6pp | 160.62%-134.1pp |
| Employer contribution / active EE | $977 | $2,314-57.8% | $3,022-67.7% | $2,670-63.4% |
| Participant deferral / active EE | $6,883 | $3,318+107.5% | $4,438+55.1% | $4,125+66.9% |
| Admin fee / account holder | $678 | $4,112-83.5% | $5,614-87.9% | $5,651-88.0% |