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 | $20,210 | $107,334-81.2% | $92,893-78.2% | $152,861-86.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 24.93% | 145.58%-120.6pp | 109.41%-84.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $4,939 | $4,221+17.0% | $3,653+35.2% | $4,762+3.7% |
| Participant deferral / active EE | $4,523 | $4,845-6.6% | $4,236+6.8% | $5,850-22.7% |
| Admin fee / account holder | $1,406 | $7,079-80.1% | $5,794-75.7% | $11,596-87.9% |