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 | $77,972 | $210,648-63.0% | $177,989-56.2% | $145,922-46.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.29% | 385.86%-367.6pp | 294.48%-276.2pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,717 | $4,565-62.4% | $3,949-56.5% | $4,660-63.2% |
| Participant deferral / active EE | $10,957 | $6,958+57.5% | $6,276+74.6% | $6,688+63.8% |
| Admin fee / account holder | $10,139 | $12,013-15.6% | $10,363-2.2% | $13,397-24.3% |