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 | $61,178 | $107,334-43.0% | $92,893-34.1% | $152,861-60.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.14% | 145.58%-123.4pp | 109.41%-87.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $8,279 | $4,221+96.1% | $3,653+126.6% | $4,762+73.8% |
| Participant deferral / active EE | $7,100 | $4,845+46.6% | $4,236+67.6% | $5,850+21.4% |
| Admin fee / account holder | $1,613 | $7,079-77.2% | $5,794-72.2% | $11,596-86.1% |