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 | $57,847 | $183,963-68.6% | $162,163-64.3% | $152,861-62.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.65% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $3,082 | $6,371-51.6% | $5,614-45.1% | $4,762-35.3% |
| Participant deferral / active EE | $8,174 | $8,034+1.7% | $7,298+12.0% | $5,850+39.7% |
| Admin fee / account holder | $498 | $13,121-96.2% | $10,843-95.4% | $11,596-95.7% |