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 | $53,994 | $183,963-70.6% | $162,163-66.7% | $152,861-64.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.16% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.2pp |
| Employer contribution / active EE | $9,921 | $6,371+55.7% | $5,614+76.7% | $4,762+108.3% |
| Participant deferral / active EE | $11,192 | $8,034+39.3% | $7,298+53.4% | $5,850+91.3% |
| Admin fee / account holder | $5,610 | $13,121-57.2% | $10,843-48.3% | $11,596-51.6% |