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 | $16,217 | $97,757-83.4% | $83,848-80.7% | $135,375-88.0% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | 7.78% | 1287.37%-1279.6pp | 850.88%-843.1pp | 519.73%-512.0pp |
| Employer contribution / active EE | $8,739 | $4,222+107.0% | $3,631+140.7% | $4,779+82.9% |
| Participant deferral / active EE | $3,147 | $4,682-32.8% | $4,082-22.9% | $5,609-43.9% |
| Admin fee / account holder | $2,899 | $6,674-56.6% | $5,478-47.1% | $10,827-73.2% |