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 | $29,920 | $100,852-70.3% | $90,404-66.9% | $158,922-81.2% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.7%+9.7pp | 82.0%+0.4pp |
| Annual return | 22.33% | 1724.20%-1701.9pp | 1293.02%-1270.7pp | 302.83%-280.5pp |
| Employer contribution / active EE | $3,092 | $3,689-16.2% | $3,262-5.2% | $4,761-35.1% |
| Participant deferral / active EE | $5,668 | $4,348+30.4% | $3,963+43.0% | $5,982-5.3% |
| Admin fee / account holder | $1,953 | $6,501-70.0% | $5,611-65.2% | $11,246-82.6% |