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 | $74,586 | $112,096-33.5% | $95,952-22.3% | $158,922-53.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.02% | 171.09%-162.1pp | 91.61%-82.6pp | 302.83%-293.8pp |
| Employer contribution / active EE | $6,552 | $3,198+104.9% | $2,541+157.9% | $4,761+37.6% |
| Participant deferral / active EE | $5,348 | $4,784+11.8% | $4,167+28.3% | $5,982-10.6% |
| Admin fee / account holder | $1,515 | $10,130-85.0% | $6,795-77.7% | $11,246-86.5% |