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 7-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 | $34,123 | $107,334-68.2% | $92,893-63.3% | $152,861-77.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.68% | 145.58%-127.9pp | 109.41%-91.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,032 | $4,221-28.2% | $3,653-17.0% | $4,762-36.3% |
| Participant deferral / active EE | $11,336 | $4,845+134.0% | $4,236+167.6% | $5,850+93.8% |
| Admin fee / account holder | $480 | $7,079-93.2% | $5,794-91.7% | $11,596-95.9% |