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 | $42,994 | $90,348-52.4% | $75,972-43.4% | $145,922-70.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.01% | 620.88%-601.9pp | 359.55%-340.5pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,436 | $3,311+3.8% | $2,685+28.0% | $4,660-26.3% |
| Participant deferral / active EE | $5,382 | $5,162+4.3% | $4,255+26.5% | $6,688-19.5% |
| Admin fee / account holder | $3,195 | $8,467-62.3% | $6,467-50.6% | $13,397-76.2% |