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 | $17,549 | $88,751-80.2% | $81,812-78.5% | $145,922-88.0% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | 14.56% | 1025.40%-1010.8pp | 773.79%-759.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,772 | $3,083-10.1% | $2,912-4.8% | $4,660-40.5% |
| Participant deferral / active EE | $3,066 | $4,643-34.0% | $4,319-29.0% | $6,688-54.1% |
| Admin fee / account holder | $729 | $8,415-91.3% | $7,386-90.1% | $13,397-94.6% |