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 | $47,867 | $108,912-56.0% | $100,383-52.3% | $145,959-67.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.90% | 57.96%-44.1pp | 49.26%-35.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $6,682 | $4,423+51.1% | $3,944+69.4% | $4,661+43.4% |
| Participant deferral / active EE | $5,952 | $8,451-29.6% | $8,086-26.4% | $6,689-11.0% |
| Admin fee / account holder | $984 | $9,690-89.8% | $7,900-87.5% | $13,398-92.7% |