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 | $17,751 | $107,334-83.5% | $92,893-80.9% | $152,861-88.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.28% | 145.58%-125.3pp | 109.41%-89.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $5,002 | $4,221+18.5% | $3,653+36.9% | $4,762+5.0% |
| Participant deferral / active EE | $1,889 | $4,845-61.0% | $4,236-55.4% | $5,850-67.7% |
| Admin fee / account holder | $1,917 | $7,079-72.9% | $5,794-66.9% | $11,596-83.5% |