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 | $27,027 | $114,047-76.3% | $96,139-71.9% | $167,490-83.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.41% | 189.88%-173.5pp | 191.94%-175.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,419 | $3,427-29.4% | $2,797-13.5% | $4,837-50.0% |
| Participant deferral / active EE | $3,562 | $5,194-31.4% | $4,349-18.1% | $6,341-43.8% |
| Admin fee / account holder | $4,567 | $6,897-33.8% | $5,537-17.5% | $12,309-62.9% |