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 | $25,196 | $112,881-77.7% | $90,951-72.3% | $158,922-84.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 23.13% | 215.79%-192.7pp | 134.60%-111.5pp | 302.83%-279.7pp |
| Employer contribution / active EE | $7,558 | $2,893+161.2% | $2,122+256.2% | $4,761+58.7% |
| Participant deferral / active EE | $1,576 | $4,128-61.8% | $3,373-53.3% | $5,982-73.6% |
| Admin fee / account holder | $833 | $8,041-89.6% | $5,959-86.0% | $11,246-92.6% |