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 | $80,439 | $165,984-51.5% | $164,813-51.2% | $145,922-44.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.43% | 100.03%-88.6pp | 69.93%-58.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,798 | $5,273+66.9% | $4,341+102.7% | $4,660+88.8% |
| Participant deferral / active EE | $7,453 | $6,959+7.1% | $6,031+23.6% | $6,688+11.4% |
| Admin fee / account holder | $1,359 | $16,648-91.8% | $12,690-89.3% | $13,397-89.9% |