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 | $40,145 | $102,966-61.0% | $90,281-55.5% | $152,861-73.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.48% | 95.16%-76.7pp | 78.10%-59.6pp | 345.32%-326.8pp |
| Employer contribution / active EE | $7,093 | $3,139+126.0% | $2,854+148.5% | $4,762+48.9% |
| Participant deferral / active EE | $18,528 | $4,281+332.7% | $3,885+376.9% | $5,850+216.7% |
| Admin fee / account holder | $7,794 | $6,171+26.3% | $5,351+45.7% | $11,596-32.8% |