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 | $51,730 | $89,355-42.1% | $141,162-63.4% | $72,985-29.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.85% | 111.85%-86.0pp | 71.39%-45.5pp | 81.00%-55.2pp |
| Employer contribution / active EE | $6,027 | $3,114+93.5% | $4,735+27.3% | $2,440+147.0% |
| Participant deferral / active EE | $7,617 | $5,418+40.6% | $6,709+13.5% | $3,607+111.2% |
| Admin fee / account holder | $1,508 | $5,958-74.7% | $10,261-85.3% | $5,124-70.6% |