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 | $47,281 | $67,823-30.3% | $52,425-9.8% | $137,256-65.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 20.56% | 219.11%-198.5pp | 302.12%-281.6pp | 220.34%-199.8pp |
| Employer contribution / active EE | $6,080 | $1,163+422.8% | $914+565.0% | $4,156+46.3% |
| Participant deferral / active EE | $2,997 | $2,288+31.0% | $1,790+67.4% | $6,407-53.2% |
| Admin fee / account holder | $1,442 | $2,844-49.3% | $2,495-42.2% | $12,270-88.3% |