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 | $66,908 | $81,632-18.0% | $70,449-5.0% | $158,922-57.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.95% | 208.40%-198.5pp | 109.03%-99.1pp | 302.83%-292.9pp |
| Employer contribution / active EE | $5,149 | $3,217+60.0% | $2,737+88.1% | $4,761+8.1% |
| Participant deferral / active EE | $6,807 | $4,554+49.5% | $3,709+83.5% | $5,982+13.8% |
| Admin fee / account holder | $6,091 | $6,193-1.6% | $3,845+58.4% | $11,246-45.8% |