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 | $16,937 | $57,281-70.4% | $86,612-80.4% | $75,163-77.5% |
| Participation rate | 90.2% | 63.2%+27.0pp | 71.7%+18.5pp | 67.2%+23.1pp |
| Annual return | 18.51% | 2670.75%-2652.2pp | 591.07%-572.6pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,720 | $2,314-25.7% | $3,022-43.1% | $2,670-35.6% |
| Participant deferral / active EE | $2,139 | $3,318-35.5% | $4,438-51.8% | $4,125-48.2% |
| Admin fee / account holder | $1,017 | $4,112-75.3% | $5,614-81.9% | $5,651-82.0% |