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 | $40,984 | $102,966-60.2% | $90,281-54.6% | $152,861-73.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.30% | 95.16%-72.9pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,871 | $3,139-8.5% | $2,854+0.6% | $4,762-39.7% |
| Participant deferral / active EE | $2,926 | $4,281-31.7% | $3,885-24.7% | $5,850-50.0% |
| Admin fee / account holder | $889 | $6,171-85.6% | $5,351-83.4% | $11,596-92.3% |