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 8-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 | $60,539 | $64,839-6.6% | $95,585-36.7% | $84,808-28.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.31% | -670.96%+689.3pp | 38.56%-20.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,803 | $1,759+116.2% | $2,527+50.5% | $2,631+44.6% |
| Participant deferral / active EE | $9,002 | $2,965+203.6% | $4,023+123.8% | $4,212+113.8% |
| Admin fee / account holder | $5,918 | $5,964-0.8% | $6,127-3.4% | $7,344-19.4% |