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 | $43,960 | $115,770-62.0% | $101,248-56.6% | $158,922-72.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 30.72% | 56.14%-25.4pp | 46.47%-15.8pp | 302.83%-272.1pp |
| Employer contribution / active EE | $8,587 | $4,175+105.7% | $3,660+134.7% | $4,761+80.4% |
| Participant deferral / active EE | $7,029 | $4,957+41.8% | $4,370+60.8% | $5,982+17.5% |
| Admin fee / account holder | $938 | $7,245-87.1% | $5,945-84.2% | $11,246-91.7% |