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 6-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 | $39,685 | $111,535-64.4% | $105,223-62.3% | $137,256-71.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.70% | 237.85%-224.2pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $48,935 | $3,939+1142.2% | $3,689+1226.7% | $4,156+1077.4% |
| Participant deferral / active EE | $34,750 | $5,500+531.8% | $5,072+585.2% | $6,407+442.4% |
| Admin fee / account holder | $77,029 | $9,721+692.4% | $8,859+769.5% | $12,270+527.8% |