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 | $72,807 | $202,432-64.0% | $169,368-57.0% | $139,434-47.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.72% | 531.74%-513.0pp | 405.60%-386.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $3,294 | $4,692-29.8% | $4,013-17.9% | $4,751-30.7% |
| Participant deferral / active EE | $7,435 | $6,938+7.2% | $6,221+19.5% | $6,710+10.8% |
| Admin fee / account holder | $1,334 | $10,708-87.5% | $9,003-85.2% | $11,403-88.3% |