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 | $57,571 | $126,574-54.5% | $106,213-45.8% | $145,922-60.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.86% | 224.79%-209.9pp | 116.14%-101.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $24,464 | $3,730+555.8% | $3,171+671.4% | $4,660+425.0% |
| Participant deferral / active EE | $30,034 | $5,724+424.7% | $5,016+498.8% | $6,688+349.1% |
| Admin fee / account holder | $13,866 | $17,304-19.9% | $11,033+25.7% | $13,397+3.5% |