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 | $47,006 | $114,047-58.8% | $96,139-51.1% | $167,490-71.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 8.98% | 189.88%-180.9pp | 191.94%-183.0pp | 478.56%-469.6pp |
| Employer contribution / active EE | $812 | $3,427-76.3% | $2,797-71.0% | $4,837-83.2% |
| Participant deferral / active EE | $4,188 | $5,194-19.4% | $4,349-3.7% | $6,341-34.0% |
| Admin fee / account holder | $1,643 | $6,897-76.2% | $5,537-70.3% | $12,309-86.7% |