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 | $39,038 | $58,208-32.9% | $81,812-52.3% | $80,856-51.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 21.43% | 41.66%-20.2pp | 773.79%-752.4pp | 35.59%-14.2pp |
| Employer contribution / active EE | $4,701 | $2,340+100.9% | $2,912+61.4% | $2,755+70.7% |
| Participant deferral / active EE | $6,674 | $3,281+103.4% | $4,319+54.5% | $4,296+55.4% |
| Admin fee / account holder | $1,751 | $4,981-64.8% | $7,386-76.3% | $6,918-74.7% |