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 | $34,419 | $209,411-83.6% | $178,490-80.7% | $158,922-78.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 98.73% | 188.75%-90.0pp | 151.07%-52.3pp | 302.83%-204.1pp |
| Employer contribution / active EE | $1,627 | $5,706-71.5% | $5,011-67.5% | $4,761-65.8% |
| Participant deferral / active EE | $3,629 | $5,954-39.0% | $5,202-30.2% | $5,982-39.3% |
| Admin fee / account holder | $681 | $17,074-96.0% | $13,984-95.1% | $11,246-93.9% |