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 | $60,175 | $102,616-41.4% | $81,983-26.6% | $158,922-62.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 28.15% | 61.04%-32.9pp | 41.31%-13.2pp | 302.83%-274.7pp |
| Employer contribution / active EE | $7,421 | $3,240+129.0% | $2,498+197.1% | $4,761+55.9% |
| Participant deferral / active EE | $13,217 | $4,648+184.3% | $3,722+255.1% | $5,982+120.9% |
| Admin fee / account holder | $643 | $8,235-92.2% | $5,664-88.6% | $11,246-94.3% |