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 | $153,276 | $91,190+68.1% | $178,490-14.1% | $79,858+91.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.84% | 24.19%-10.4pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $1,245 | $3,256-61.8% | $5,011-75.1% | $2,471-49.6% |
| Participant deferral / active EE | $6,164 | $3,236+90.5% | $5,202+18.5% | $3,740+64.8% |
| Admin fee / account holder | $962 | $6,751-85.7% | $13,984-93.1% | $5,306-81.9% |