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 | $91,706 | $111,724-17.9% | $93,606-2.0% | $145,922-37.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 38.04% | 202.98%-164.9pp | 133.20%-95.2pp | 561.29%-523.2pp |
| Employer contribution / active EE | $1,477 | $3,090-52.2% | $2,420-39.0% | $4,660-68.3% |
| Participant deferral / active EE | $3,424 | $4,912-30.3% | $4,411-22.4% | $6,688-48.8% |
| Admin fee / account holder | $1,607 | $10,250-84.3% | $8,285-80.6% | $13,397-88.0% |