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 | $31,654 | $109,817-71.2% | $98,442-67.8% | $167,490-81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.09% | 1956.69%-1937.6pp | 1492.73%-1473.6pp | 478.56%-459.5pp |
| Employer contribution / active EE | $4,237 | $3,224+31.4% | $2,960+43.2% | $4,837-12.4% |
| Participant deferral / active EE | $6,831 | $4,673+46.2% | $4,276+59.7% | $6,341+7.7% |
| Admin fee / account holder | $7,412 | $6,753+9.8% | $5,949+24.6% | $12,309-39.8% |