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 | $37,652 | $138,065-72.7% | $123,544-69.5% | $135,375-72.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 16.21% | 153.68%-137.5pp | 119.20%-103.0pp | 519.73%-503.5pp |
| Employer contribution / active EE | $2,290 | $5,151-55.6% | $4,628-50.5% | $4,779-52.1% |
| Participant deferral / active EE | $6,782 | $6,799-0.3% | $6,426+5.5% | $5,609+20.9% |
| Admin fee / account holder | $8,185 | $10,916-25.0% | $9,284-11.8% | $10,827-24.4% |