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 | $52,052 | $118,680-56.1% | $98,907-47.4% | $158,922-67.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.26% | 372.35%-360.1pp | 196.43%-184.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $12,317 | $3,333+269.6% | $2,689+358.1% | $4,761+158.7% |
| Participant deferral / active EE | $7,681 | $5,088+51.0% | $4,244+81.0% | $5,982+28.4% |
| Admin fee / account holder | $709 | $10,131-93.0% | $6,642-89.3% | $11,246-93.7% |