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 | $31,008 | $102,317-69.7% | $146,958-78.9% | $80,856-61.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.24% | 134.76%-114.5pp | 418.34%-398.1pp | 35.59%-15.4pp |
| Employer contribution / active EE | $1,556 | $3,713-58.1% | $4,933-68.5% | $2,755-43.5% |
| Participant deferral / active EE | $5,575 | $6,644-16.1% | $8,070-30.9% | $4,296+29.8% |
| Admin fee / account holder | $3,711 | $7,941-53.3% | $12,998-71.4% | $6,918-46.4% |