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 | $54,152 | $112,096-51.7% | $95,952-43.6% | $158,922-65.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 24.80% | 171.09%-146.3pp | 91.61%-66.8pp | 302.83%-278.0pp |
| Employer contribution / active EE | $2,484 | $3,198-22.3% | $2,541-2.3% | $4,761-47.8% |
| Participant deferral / active EE | $8,216 | $4,784+71.7% | $4,167+97.2% | $5,982+37.3% |
| Admin fee / account holder | $538 | $10,130-94.7% | $6,795-92.1% | $11,246-95.2% |