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 | $18,808 | $76,785-75.5% | $56,441-66.7% | $145,959-87.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 3000.51%-2985.4pp | 1704.21%-1689.1pp | 561.95%-546.9pp |
| Employer contribution / active EE | $1,472 | $1,381+6.6% | $1,039+41.6% | $4,661-68.4% |
| Participant deferral / active EE | $3,467 | $2,624+32.1% | $1,953+77.5% | $6,689-48.2% |
| Admin fee / account holder | $563 | $3,334-83.1% | $2,829-80.1% | $13,398-95.8% |