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 | $46,311 | $118,849-61.0% | $96,562-52.0% | $167,490-72.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.21% | 50.49%-37.3pp | 37.78%-24.6pp | 478.56%-465.3pp |
| Employer contribution / active EE | $17,427 | $3,120+458.7% | $2,356+639.6% | $4,837+260.3% |
| Participant deferral / active EE | $6,031 | $4,616+30.6% | $3,849+56.7% | $6,341-4.9% |
| Admin fee / account holder | $1,910 | $8,065-76.3% | $6,181-69.1% | $12,309-84.5% |