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 | $127,752 | $210,698-39.4% | $178,014-28.2% | $145,959-12.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.33% | 386.27%-369.9pp | 294.80%-278.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,886 | $4,567-58.7% | $3,950-52.3% | $4,661-59.5% |
| Participant deferral / active EE | $8,581 | $6,958+23.3% | $6,276+36.7% | $6,689+28.3% |
| Admin fee / account holder | $2,772 | $12,016-76.9% | $10,362-73.2% | $13,398-79.3% |