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 | $75,879 | $112,096-32.3% | $95,952-20.9% | $158,922-52.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.04% | 171.09%-157.0pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $4,086 | $3,198+27.8% | $2,541+60.8% | $4,761-14.2% |
| Participant deferral / active EE | $6,510 | $4,784+36.1% | $4,167+56.2% | $5,982+8.8% |
| Admin fee / account holder | $7,006 | $10,130-30.8% | $6,795+3.1% | $11,246-37.7% |