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 | $20,472 | $102,966-80.1% | $90,281-77.3% | $152,861-86.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 14.75% | 95.16%-80.4pp | 78.10%-63.4pp | 345.32%-330.6pp |
| Employer contribution / active EE | $1,969 | $3,139-37.3% | $2,854-31.0% | $4,762-58.7% |
| Participant deferral / active EE | $4,251 | $4,281-0.7% | $3,885+9.4% | $5,850-27.3% |
| Admin fee / account holder | $538 | $6,171-91.3% | $5,351-89.9% | $11,596-95.4% |