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 | $63,845 | $112,096-43.0% | $95,952-33.5% | $158,922-59.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.78% | 171.09%-163.3pp | 91.61%-83.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $3,934 | $3,198+23.0% | $2,541+54.8% | $4,761-17.4% |
| Participant deferral / active EE | $4,934 | $4,784+3.1% | $4,167+18.4% | $5,982-17.5% |
| Admin fee / account holder | $869 | $10,130-91.4% | $6,795-87.2% | $11,246-92.3% |