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 | $22,210 | $83,902-73.5% | $167,512-86.7% | $84,808-73.8% |
| Participation rate | 94.5% | 66.5%+28.1pp | 77.1%+17.5pp | 68.3%+26.2pp |
| Annual return | 19.14% | 91.55%-72.4pp | 1615.79%-1596.7pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,202 | $2,264-2.7% | $3,882-43.3% | $2,631-16.3% |
| Participant deferral / active EE | $4,291 | $4,442-3.4% | $6,405-33.0% | $4,212+1.9% |
| Admin fee / account holder | $2,651 | $7,915-66.5% | $9,769-72.9% | $7,344-63.9% |