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 8-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 | $80,097 | $64,324+24.5% | $118,925-32.6% | $79,858+0.3% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 28.17% | 86.45%-58.3pp | 35.88%-7.7pp | 31.71%-3.5pp |
| Employer contribution / active EE | $13,313 | $1,836+625.0% | $3,263+308.0% | $2,471+438.8% |
| Participant deferral / active EE | $10,760 | $2,824+281.1% | $4,265+152.3% | $3,740+187.7% |
| Admin fee / account holder | $3,081 | $4,040-23.7% | $6,581-53.2% | $5,306-41.9% |