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 | $10,615 | $88,751-88.0% | $81,812-87.0% | $145,922-92.7% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.3%+6.8pp | 80.3%-1.1pp |
| Annual return | 17.21% | 1025.40%-1008.2pp | 773.79%-756.6pp | 561.29%-544.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,071 | $4,643-55.4% | $4,319-52.0% | $6,688-69.0% |
| Admin fee / account holder | $2,132 | $8,415-74.7% | $7,386-71.1% | $13,397-84.1% |