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 | $17,367 | $60,124-71.1% | $90,404-80.8% | $79,858-78.3% |
| Participation rate | 86.4% | 65.0%+21.4pp | 72.7%+13.7pp | 69.6%+16.7pp |
| Annual return | 81.57% | 71.94%+9.6pp | 1293.02%-1211.4pp | 31.71%+49.9pp |
| Employer contribution / active EE | $3,154 | $2,068+52.5% | $3,262-3.3% | $2,471+27.6% |
| Participant deferral / active EE | $5,577 | $2,938+89.8% | $3,963+40.7% | $3,740+49.1% |
| Admin fee / account holder | $1,103 | $3,976-72.3% | $5,611-80.3% | $5,306-79.2% |