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 | $25,573 | $226,064-88.7% | $182,532-86.0% | $152,861-83.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.64% | 192.51%-164.9pp | 148.54%-120.9pp | 345.32%-317.7pp |
| Employer contribution / active EE | $1,306 | $4,978-73.8% | $4,076-68.0% | $4,762-72.6% |
| Participant deferral / active EE | $8,257 | $6,368+29.7% | $5,524+49.5% | $5,850+41.1% |
| Admin fee / account holder | $400 | $10,703-96.3% | $8,592-95.3% | $11,596-96.6% |