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 | $62,172 | $102,966-39.6% | $90,281-31.1% | $152,861-59.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.12% | 95.16%-68.0pp | 78.10%-51.0pp | 345.32%-318.2pp |
| Employer contribution / active EE | $9,780 | $3,139+211.6% | $2,854+242.6% | $4,762+105.4% |
| Participant deferral / active EE | $2,084 | $4,281-51.3% | $3,885-46.4% | $5,850-64.4% |
| Admin fee / account holder | $1,476 | $6,171-76.1% | $5,351-72.4% | $11,596-87.3% |