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 | $66,844 | $109,982-39.2% | $97,226-31.2% | $145,922-54.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.63% | 242.90%-222.3pp | 75.13%-54.5pp | 561.29%-540.7pp |
| Employer contribution / active EE | $9,457 | $3,084+206.7% | $2,729+246.6% | $4,660+103.0% |
| Participant deferral / active EE | $12,830 | $4,676+174.4% | $4,264+200.9% | $6,688+91.9% |
| Admin fee / account holder | $893 | $6,221-85.6% | $5,654-84.2% | $13,397-93.3% |