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 | $68,326 | $99,877-31.6% | $84,966-19.6% | $145,922-53.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.73% | 83.76%-68.0pp | 66.38%-50.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $4,551 | $3,231+40.8% | $2,727+66.9% | $4,660-2.3% |
| Participant deferral / active EE | $9,326 | $5,291+76.3% | $4,519+106.3% | $6,688+39.4% |
| Admin fee / account holder | $4,814 | $7,248-33.6% | $6,149-21.7% | $13,397-64.1% |