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 | $31,822 | $88,751-64.1% | $81,812-61.1% | $145,922-78.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.16% | 1025.40%-1006.2pp | 773.79%-754.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $2,621 | $3,083-15.0% | $2,912-10.0% | $4,660-43.8% |
| Participant deferral / active EE | $3,053 | $4,643-34.2% | $4,319-29.3% | $6,688-54.3% |
| Admin fee / account holder | $2,520 | $8,415-70.1% | $7,386-65.9% | $13,397-81.2% |