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 | $60,786 | $102,966-41.0% | $90,281-32.7% | $152,861-60.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 16.51% | 95.16%-78.7pp | 78.10%-61.6pp | 345.32%-328.8pp |
| Employer contribution / active EE | $4,644 | $3,139+48.0% | $2,854+62.7% | $4,762-2.5% |
| Participant deferral / active EE | $4,207 | $4,281-1.7% | $3,885+8.3% | $5,850-28.1% |
| Admin fee / account holder | $706 | $6,171-88.6% | $5,351-86.8% | $11,596-93.9% |