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 | $28,853 | $121,625-76.3% | $104,607-72.4% | $158,922-81.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.30% | 465.26%-448.0pp | 340.46%-323.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $13,510 | $3,163+327.1% | $2,681+404.0% | $4,761+183.8% |
| Participant deferral / active EE | $5,699 | $4,177+36.4% | $3,740+52.4% | $5,982-4.7% |
| Admin fee / account holder | $2,046 | $7,787-73.7% | $6,473-68.4% | $11,246-81.8% |