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 | $53,952 | $99,020-45.5% | $86,590-37.7% | $147,584-63.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.19% | 1312.34%-1298.1pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $2,448 | $3,132-21.8% | $2,839-13.8% | $4,876-49.8% |
| Participant deferral / active EE | $8,677 | $3,972+118.4% | $3,609+140.5% | $5,439+59.5% |
| Admin fee / account holder | $602 | $5,710-89.5% | $4,906-87.7% | $10,885-94.5% |