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 | $47,936 | $98,750-51.5% | $149,696-68.0% | $79,858-40.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.33% | 27.43%-6.1pp | 276.60%-255.3pp | 31.71%-10.4pp |
| Employer contribution / active EE | $4,470 | $3,216+39.0% | $4,644-3.8% | $2,471+80.9% |
| Participant deferral / active EE | $11,658 | $5,680+105.2% | $6,842+70.4% | $3,740+211.7% |
| Admin fee / account holder | $4,819 | $6,053-20.4% | $9,309-48.2% | $5,306-9.2% |