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 | $47,321 | $102,604-53.9% | $86,188-45.1% | $139,434-66.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 19.56% | 1922.51%-1902.9pp | 1168.45%-1148.9pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,701 | $3,032-43.9% | $2,380-28.6% | $4,751-64.2% |
| Participant deferral / active EE | $7,229 | $4,676+54.6% | $3,985+81.4% | $6,710+7.7% |
| Admin fee / account holder | $307 | $8,657-96.5% | $6,852-95.5% | $11,403-97.3% |