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 | $53,387 | $152,587-65.0% | $125,175-57.4% | $152,861-65.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.10% | 54.84%-32.7pp | 43.79%-21.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,194 | $4,946-55.6% | $3,865-43.2% | $4,762-53.9% |
| Participant deferral / active EE | $6,840 | $5,868+16.6% | $4,937+38.5% | $5,850+16.9% |
| Admin fee / account holder | $575 | $13,434-95.7% | $9,702-94.1% | $11,596-95.0% |