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 | $67,325 | $77,899-13.6% | $149,673-55.0% | $75,163-10.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.17% | 31.72%-13.6pp | 134.42%-116.2pp | 160.62%-142.5pp |
| Employer contribution / active EE | $9,387 | $3,137+199.2% | $4,818+94.8% | $2,670+251.6% |
| Participant deferral / active EE | $6,748 | $3,411+97.8% | $5,680+18.8% | $4,125+63.6% |
| Admin fee / account holder | $1,100 | $5,956-81.5% | $13,210-91.7% | $5,651-80.5% |