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 | $76,738-75.5% | $56,411-66.7% | $145,922-87.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 2994.23%-2979.1pp | 1701.33%-1686.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,472 | $1,380+6.6% | $1,039+41.7% | $4,660-68.4% |
| Participant deferral / active EE | $3,467 | $2,623+32.2% | $1,952+77.6% | $6,688-48.2% |
| Admin fee / account holder | $563 | $3,334-83.1% | $2,829-80.1% | $13,397-95.8% |