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 | $68,680 | $112,881-39.2% | $90,951-24.5% | $158,922-56.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.06% | 215.79%-194.7pp | 134.60%-113.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $18,452 | $2,893+537.8% | $2,122+769.6% | $4,761+287.5% |
| Participant deferral / active EE | $10,431 | $4,128+152.7% | $3,373+209.2% | $5,982+74.4% |
| Admin fee / account holder | $2,025 | $8,041-74.8% | $5,959-66.0% | $11,246-82.0% |