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 | $69,336 | $105,181-34.1% | $159,436-56.5% | $85,850-19.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 22.37% | 45.07%-22.7pp | 263.57%-241.2pp | 318.53%-296.2pp |
| Employer contribution / active EE | $6,651 | $3,318+100.4% | $4,829+37.7% | $2,565+159.3% |
| Participant deferral / active EE | $5,863 | $5,945-1.4% | $7,352-20.3% | $3,952+48.4% |
| Admin fee / account holder | $3,849 | $6,933-44.5% | $10,799-64.4% | $6,260-38.5% |