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 | $67,456 | $112,096-39.8% | $95,952-29.7% | $158,922-57.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 36.79% | 171.09%-134.3pp | 91.61%-54.8pp | 302.83%-266.0pp |
| Employer contribution / active EE | $2,726 | $3,198-14.7% | $2,541+7.3% | $4,761-42.7% |
| Participant deferral / active EE | $13,565 | $4,784+183.6% | $4,167+225.6% | $5,982+126.8% |
| Admin fee / account holder | $29,662 | $10,130+192.8% | $6,795+336.5% | $11,246+163.8% |