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 | $80,520 | $96,635-16.7% | $86,612-7.0% | $139,434-42.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.98% | 106.41%-86.4pp | 591.07%-571.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,693 | $3,263-17.5% | $3,022-10.9% | $4,751-43.3% |
| Participant deferral / active EE | $9,039 | $4,836+86.9% | $4,438+103.7% | $6,710+34.7% |
| Admin fee / account holder | $1,174 | $6,408-81.7% | $5,614-79.1% | $11,403-89.7% |