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 | $44,234 | $58,208-24.0% | $81,812-45.9% | $80,856-45.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 35.74% | 41.66%-5.9pp | 773.79%-738.0pp | 35.59%+0.1pp |
| Employer contribution / active EE | $11,891 | $2,340+408.2% | $2,912+308.3% | $2,755+331.6% |
| Participant deferral / active EE | $3,509 | $3,281+6.9% | $4,319-18.8% | $4,296-18.3% |
| Admin fee / account holder | $1,008 | $4,981-79.8% | $7,386-86.4% | $6,918-85.4% |