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 | $28,795 | $104,907-72.6% | $84,611-66.0% | $152,861-81.2% |
| Participation rate | 70.6% | 74.8%-4.2pp | 68.2%+2.4pp | 82.4%-11.9pp |
| Annual return | 17.49% | 373.79%-356.3pp | 258.74%-241.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $5,837 | $3,302+76.8% | $2,652+120.1% | $4,762+22.6% |
| Participant deferral / active EE | $3,359 | $4,688-28.3% | $3,899-13.8% | $5,850-42.6% |
| Admin fee / account holder | $1,005 | $6,241-83.9% | $4,912-79.6% | $11,596-91.3% |