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 | $9,385 | $90,348-89.6% | $75,972-87.6% | $145,922-93.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.31% | 620.88%-612.6pp | 359.55%-351.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,498 | $3,311-54.7% | $2,685-44.2% | $4,660-67.8% |
| Participant deferral / active EE | $2,449 | $5,162-52.6% | $4,255-42.4% | $6,688-63.4% |
| Admin fee / account holder | $1,098 | $8,467-87.0% | $6,467-83.0% | $13,397-91.8% |