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 | $77,404 | $118,849-34.9% | $96,562-19.8% | $167,490-53.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.66% | 50.49%-38.8pp | 37.78%-26.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $12,322 | $3,120+295.0% | $2,356+422.9% | $4,837+154.7% |
| Participant deferral / active EE | $11,655 | $4,616+152.5% | $3,849+202.8% | $6,341+83.8% |
| Admin fee / account holder | $19,159 | $8,065+137.6% | $6,181+210.0% | $12,309+55.6% |