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 | $40,971 | $112,096-63.5% | $95,952-57.3% | $158,922-74.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 44.93% | 171.09%-126.2pp | 91.61%-46.7pp | 302.83%-257.9pp |
| Employer contribution / active EE | $4,801 | $3,198+50.1% | $2,541+89.0% | $4,761+0.8% |
| Participant deferral / active EE | $13,183 | $4,784+175.6% | $4,167+216.4% | $5,982+120.4% |
| Admin fee / account holder | $826 | $10,130-91.8% | $6,795-87.8% | $11,246-92.7% |