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 | $93,728 | $176,377-46.9% | $134,143-30.1% | $158,922-41.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 13.01% | 63.63%-50.6pp | 36.33%-23.3pp | 302.83%-289.8pp |
| Employer contribution / active EE | $8,370 | $5,040+66.1% | $3,704+126.0% | $4,761+75.8% |
| Participant deferral / active EE | $12,267 | $4,091+199.8% | $3,499+250.6% | $5,982+105.1% |
| Admin fee / account holder | $761 | $8,718-91.3% | $6,684-88.6% | $11,246-93.2% |