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 | $51,132 | $109,982-53.5% | $97,226-47.4% | $145,922-65.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.17% | 242.90%-233.7pp | 75.13%-66.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,033 | $3,084-34.1% | $2,729-25.5% | $4,660-56.4% |
| Participant deferral / active EE | $1,466 | $4,676-68.6% | $4,264-65.6% | $6,688-78.1% |
| Admin fee / account holder | $2,427 | $6,221-61.0% | $5,654-57.1% | $13,397-81.9% |