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 | $29,372 | $104,907-72.0% | $84,611-65.3% | $152,861-80.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.10% | 373.79%-347.7pp | 258.74%-232.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $7,667 | $3,302+132.2% | $2,652+189.1% | $4,762+61.0% |
| Participant deferral / active EE | $7,706 | $4,688+64.4% | $3,899+97.7% | $5,850+31.7% |
| Admin fee / account holder | $1,042 | $6,241-83.3% | $4,912-78.8% | $11,596-91.0% |