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 7-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 | $13,574 | $88,751-84.7% | $81,812-83.4% | $145,922-90.7% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.3%+15.9pp | 80.3%+8.0pp |
| Annual return | 12.62% | 1025.40%-1012.8pp | 773.79%-761.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $894 | $3,083-71.0% | $2,912-69.3% | $4,660-80.8% |
| Participant deferral / active EE | $3,737 | $4,643-19.5% | $4,319-13.5% | $6,688-44.1% |
| Admin fee / account holder | $645 | $8,415-92.3% | $7,386-91.3% | $13,397-95.2% |