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 10-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 | $63,434 | $74,888-15.3% | $71,209-10.9% | $142,382-55.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.20% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,336 | $2,854-18.2% | $2,721-14.2% | $4,299-45.7% |
| Participant deferral / active EE | $4,614 | $4,454+3.6% | $4,175+10.5% | $6,507-29.1% |
| Admin fee / account holder | $9,480 | $5,568+70.2% | $5,349+77.2% | $12,624-24.9% |