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 | $72,684 | $108,172-32.8% | $77,482-6.2% | $158,922-54.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 20.39% | 31.67%-11.3pp | 54.79%-34.4pp | 302.83%-282.4pp |
| Employer contribution / active EE | $14,097 | $1,325+964.0% | $986+1329.1% | $4,761+196.1% |
| Participant deferral / active EE | $6,579 | $2,456+167.9% | $1,861+253.5% | $5,982+10.0% |
| Admin fee / account holder | $469 | $3,708-87.4% | $2,858-83.6% | $11,246-95.8% |