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 6-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 | $68,539 | $109,817-37.6% | $98,442-30.4% | $167,490-59.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 29.11% | 1956.69%-1927.6pp | 1492.73%-1463.6pp | 478.56%-449.4pp |
| Employer contribution / active EE | $3,359 | $3,224+4.2% | $2,960+13.5% | $4,837-30.6% |
| Participant deferral / active EE | $16,063 | $4,673+243.7% | $4,276+275.6% | $6,341+153.3% |
| Admin fee / account holder | $2,947 | $6,753-56.4% | $5,949-50.5% | $12,309-76.1% |