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 | $53,058 | $58,927-10.0% | $76,817-30.9% | $72,985-27.3% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 26.77% | 2305.64%-2278.9pp | 1166.11%-1139.3pp | 81.00%-54.2pp |
| Employer contribution / active EE | $855 | $1,787-52.1% | $2,302-62.9% | $2,440-65.0% |
| Participant deferral / active EE | $1,317 | $2,690-51.0% | $3,336-60.5% | $3,607-63.5% |
| Admin fee / account holder | $5,853 | $4,013+45.9% | $6,420-8.8% | $5,124+14.2% |