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 | $10,482 | $109,817-90.5% | $98,442-89.4% | $167,490-93.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.31% | 1956.69%-1947.4pp | 1492.73%-1483.4pp | 478.56%-469.3pp |
| Employer contribution / active EE | $838 | $3,224-74.0% | $2,960-71.7% | $4,837-82.7% |
| Participant deferral / active EE | $2,550 | $4,673-45.4% | $4,276-40.4% | $6,341-59.8% |
| Admin fee / account holder | $677 | $6,753-90.0% | $5,949-88.6% | $12,309-94.5% |