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 | $91,549 | $132,634-31.0% | $115,768-20.9% | $137,256-33.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.90% | 160.70%-147.8pp | 100.46%-87.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $11,283 | $3,360+235.8% | $2,940+283.8% | $4,156+171.5% |
| Participant deferral / active EE | $24,266 | $5,619+331.9% | $4,917+393.5% | $6,407+278.8% |
| Admin fee / account holder | $122,408 | $15,028+714.5% | $12,439+884.0% | $12,270+897.6% |