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 9-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 | $24,317 | $30,400-20.0% | $53,898-54.9% | $84,808-71.3% |
| Participation rate | 70.3% | 46.4%+23.8pp | 55.0%+15.3pp | 68.3%+2.0pp |
| Annual return | 19.70% | 500.19%-480.5pp | 528.60%-508.9pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,404 | $603+133.0% | $932+50.7% | $2,631-46.6% |
| Participant deferral / active EE | $2,659 | $1,199+121.8% | $1,826+45.6% | $4,212-36.9% |
| Admin fee / account holder | $746 | $1,993-62.6% | $2,491-70.1% | $7,344-89.8% |