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 | $32,213 | $202,432-84.1% | $169,368-81.0% | $139,434-76.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.91% | 531.74%-513.8pp | 405.60%-387.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,809 | $4,692-40.1% | $4,013-30.0% | $4,751-40.9% |
| Participant deferral / active EE | $3,007 | $6,938-56.7% | $6,221-51.7% | $6,710-55.2% |
| Admin fee / account holder | $1,938 | $10,708-81.9% | $9,003-78.5% | $11,403-83.0% |