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 | $82,524 | $183,519-55.0% | $155,509-46.9% | $145,922-43.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.19% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,167 | $5,313-40.4% | $4,672-32.2% | $4,660-32.0% |
| Participant deferral / active EE | $7,704 | $6,462+19.2% | $5,626+36.9% | $6,688+15.2% |
| Admin fee / account holder | $1,639 | $19,313-91.5% | $15,912-89.7% | $13,397-87.8% |