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 | $67,389 | $82,286-18.1% | $68,791-2.0% | $134,475-49.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 55.26% | -2.19%+57.5pp | -6.38%+61.6pp | 417.96%-362.7pp |
| Employer contribution / active EE | $10,289 | $3,301+211.7% | $2,655+287.5% | $4,740+117.1% |
| Participant deferral / active EE | $7,386 | $4,739+55.9% | $3,941+87.4% | $6,400+15.4% |
| Admin fee / account holder | $802 | $6,481-87.6% | $4,932-83.7% | $11,426-93.0% |