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 | $62,764 | $115,770-45.8% | $101,248-38.0% | $158,922-60.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.06% | 56.14%-48.1pp | 46.47%-38.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $6,794 | $4,175+62.8% | $3,660+85.7% | $4,761+42.7% |
| Participant deferral / active EE | $5,281 | $4,957+6.5% | $4,370+20.8% | $5,982-11.7% |
| Admin fee / account holder | $2,954 | $7,245-59.2% | $5,945-50.3% | $11,246-73.7% |