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 | $57,260 | $133,958-57.3% | $112,228-49.0% | $134,475-57.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 47.99% | 47.11%+0.9pp | 27.45%+20.5pp | 417.96%-370.0pp |
| Employer contribution / active EE | $13,038 | $4,038+222.9% | $3,635+258.7% | $4,740+175.1% |
| Participant deferral / active EE | $9,848 | $5,291+86.1% | $4,728+108.3% | $6,400+53.9% |
| Admin fee / account holder | $693 | $7,489-90.7% | $6,410-89.2% | $11,426-93.9% |