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 | $62,352 | $150,187-58.5% | $120,354-48.2% | $145,922-57.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.96% | 154.07%-137.1pp | 107.15%-90.2pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,116 | $4,348-51.3% | $3,463-38.9% | $4,660-54.6% |
| Participant deferral / active EE | $18,947 | $6,173+206.9% | $4,991+279.6% | $6,688+183.3% |
| Admin fee / account holder | $13,273 | $12,207+8.7% | $9,423+40.9% | $13,397-0.9% |