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 | $61,878 | $102,616-39.7% | $81,983-24.5% | $158,922-61.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 17.89% | 61.04%-43.2pp | 41.31%-23.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $6,565 | $3,240+102.6% | $2,498+162.8% | $4,761+37.9% |
| Participant deferral / active EE | $7,607 | $4,648+63.7% | $3,722+104.4% | $5,982+27.2% |
| Admin fee / account holder | $22,998 | $8,235+179.3% | $5,664+306.1% | $11,246+104.5% |