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 | $31,167 | $100,852-69.1% | $90,404-65.5% | $158,922-80.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.16% | 1724.20%-1717.0pp | 1293.02%-1285.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,825 | $3,689-23.4% | $3,262-13.4% | $4,761-40.7% |
| Participant deferral / active EE | $4,875 | $4,348+12.1% | $3,963+23.0% | $5,982-18.5% |
| Admin fee / account holder | $502 | $6,501-92.3% | $5,611-91.0% | $11,246-95.5% |