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 | $131,583 | $165,984-20.7% | $164,813-20.2% | $145,922-9.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.39% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,477 | $5,273-53.0% | $4,341-42.9% | $4,660-46.8% |
| Participant deferral / active EE | $9,477 | $6,959+36.2% | $6,031+57.1% | $6,688+41.7% |
| Admin fee / account holder | $1,477 | $16,648-91.1% | $12,690-88.4% | $13,397-89.0% |