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 | $26,554 | $109,904-75.8% | $97,167-72.7% | $145,959-81.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.78% | 243.43%-233.7pp | 75.27%-65.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,685 | $3,084+19.5% | $2,729+35.0% | $4,661-20.9% |
| Participant deferral / active EE | $1,091 | $4,676-76.7% | $4,264-74.4% | $6,689-83.7% |
| Admin fee / account holder | $1,242 | $6,216-80.0% | $5,650-78.0% | $13,398-90.7% |