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 | $71,247 | $99,877-28.7% | $84,966-16.1% | $145,922-51.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.52% | 83.76%-72.2pp | 66.38%-54.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $8,769 | $3,231+171.4% | $2,727+221.5% | $4,660+88.2% |
| Participant deferral / active EE | $7,746 | $5,291+46.4% | $4,519+71.4% | $6,688+15.8% |
| Admin fee / account holder | $4,358 | $7,248-39.9% | $6,149-29.1% | $13,397-67.5% |