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 7-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 | $34,717 | $100,852-65.6% | $90,404-61.6% | $158,922-78.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 236.11% | 1724.20%-1488.1pp | 1293.02%-1056.9pp | 302.83%-66.7pp |
| Employer contribution / active EE | $6,469 | $3,689+75.4% | $3,262+98.3% | $4,761+35.9% |
| Participant deferral / active EE | $1,422 | $4,348-67.3% | $3,963-64.1% | $5,982-76.2% |
| Admin fee / account holder | $312 | $6,501-95.2% | $5,611-94.4% | $11,246-97.2% |