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 7-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 | $37,011 | $96,635-61.7% | $86,612-57.3% | $139,434-73.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.24% | 106.41%-88.2pp | 591.07%-572.8pp | 372.94%-354.7pp |
| Employer contribution / active EE | $3,334 | $3,263+2.2% | $3,022+10.3% | $4,751-29.8% |
| Participant deferral / active EE | $10,293 | $4,836+112.8% | $4,438+132.0% | $6,710+53.4% |
| Admin fee / account holder | $1,363 | $6,408-78.7% | $5,614-75.7% | $11,403-88.0% |