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 | $133,922-31.6% | $116,228-21.2% | $142,382-35.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.90% | 147.76%-134.9pp | 90.06%-77.2pp | 217.08%-204.2pp |
| Employer contribution / active EE | $11,283 | $3,446+227.5% | $2,994+276.8% | $4,299+162.4% |
| Participant deferral / active EE | $24,266 | $5,672+327.8% | $4,953+389.9% | $6,507+272.9% |
| Admin fee / account holder | $122,408 | $14,945+719.1% | $11,989+921.0% | $12,624+869.7% |