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 8-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 | $42,946 | $53,822-20.2% | $75,696-43.3% | $85,850-50.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 18.72% | 24.54%-5.8pp | 104.53%-85.8pp | 318.53%-299.8pp |
| Employer contribution / active EE | $11,117 | $2,017+451.2% | $2,743+305.3% | $2,565+333.4% |
| Participant deferral / active EE | $3,368 | $2,895+16.4% | $3,821-11.9% | $3,952-14.8% |
| Admin fee / account holder | $735 | $3,343-78.0% | $3,619-79.7% | $6,260-88.3% |