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 | $55,945 | $157,256-64.4% | $141,162-60.4% | $152,861-63.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 127.08% | 64.32%+62.8pp | 71.39%+55.7pp | 345.32%-218.2pp |
| Employer contribution / active EE | $1,650 | $5,261-68.6% | $4,735-65.1% | $4,762-65.3% |
| Participant deferral / active EE | $9,861 | $7,109+38.7% | $6,709+47.0% | $5,850+68.6% |
| Admin fee / account holder | $851 | $12,120-93.0% | $10,261-91.7% | $11,596-92.7% |