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 | $17,282 | $65,409-73.6% | $98,442-82.4% | $85,850-79.9% |
| Participation rate | 92.7% | 65.0%+27.7pp | 73.3%+19.3pp | 69.3%+23.4pp |
| Annual return | 17.07% | 21.76%-4.7pp | 1492.73%-1475.7pp | 318.53%-301.5pp |
| Employer contribution / active EE | $4,408 | $2,168+103.4% | $2,960+48.9% | $2,565+71.8% |
| Participant deferral / active EE | $5,422 | $3,166+71.3% | $4,276+26.8% | $3,952+37.2% |
| Admin fee / account holder | $8,743 | $4,593+90.4% | $5,949+47.0% | $6,260+39.7% |