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 | $61,123 | $96,635-36.7% | $86,612-29.4% | $139,434-56.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.07% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,989 | $3,263+22.2% | $3,022+32.0% | $4,751-16.0% |
| Participant deferral / active EE | $8,673 | $4,836+79.3% | $4,438+95.4% | $6,710+29.3% |
| Admin fee / account holder | $1,633 | $6,408-74.5% | $5,614-70.9% | $11,403-85.7% |