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 | $66,783 | $159,934-58.2% | $147,005-54.6% | $145,959-54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.63% | 98.24%-85.6pp | 418.76%-406.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $7,166 | $5,287+35.5% | $4,934+45.2% | $4,661+53.7% |
| Participant deferral / active EE | $5,086 | $8,427-39.7% | $8,070-37.0% | $6,689-24.0% |
| Admin fee / account holder | $5,706 | $15,053-62.1% | $13,006-56.1% | $13,398-57.4% |