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 | $77,578 | $109,327-29.0% | $89,391-13.2% | $158,922-51.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 18.03% | 345.68%-327.7pp | 245.62%-227.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,907 | $3,170-8.3% | $2,586+12.4% | $4,761-39.0% |
| Participant deferral / active EE | $11,048 | $4,598+140.3% | $3,890+184.0% | $5,982+84.7% |
| Admin fee / account holder | $3,801 | $6,153-38.2% | $4,881-22.1% | $11,246-66.2% |