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 | $62,259 | $112,881-44.8% | $90,951-31.5% | $158,922-60.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 20.99% | 215.79%-194.8pp | 134.60%-113.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $11,004 | $2,893+280.3% | $2,122+418.6% | $4,761+131.1% |
| Participant deferral / active EE | $6,897 | $4,128+67.1% | $3,373+104.5% | $5,982+15.3% |
| Admin fee / account holder | $1,662 | $8,041-79.3% | $5,959-72.1% | $11,246-85.2% |