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 | $59,780 | $210,698-71.6% | $178,014-66.4% | $145,959-59.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.54% | 386.27%-365.7pp | 294.80%-274.3pp | 561.95%-541.4pp |
| Employer contribution / active EE | $9,774 | $4,567+114.0% | $3,950+147.4% | $4,661+109.7% |
| Participant deferral / active EE | $9,332 | $6,958+34.1% | $6,276+48.7% | $6,689+39.5% |
| Admin fee / account holder | $941 | $12,016-92.2% | $10,362-90.9% | $13,398-93.0% |