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 6-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 | $24,521 | $126,574-80.6% | $106,213-76.9% | $145,922-83.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.69% | 224.79%-207.1pp | 116.14%-98.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,240 | $3,730-13.2% | $3,171+2.2% | $4,660-30.5% |
| Participant deferral / active EE | $10,236 | $5,724+78.8% | $5,016+104.1% | $6,688+53.1% |
| Admin fee / account holder | $7,641 | $17,304-55.8% | $11,033-30.7% | $13,397-43.0% |