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 | $73,059 | $168,632-56.7% | $147,614-50.5% | $125,391-41.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.16% | 77.65%-77.5pp | 61.98%-61.8pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,300 | $6,252-63.2% | $5,564-58.7% | $4,866-52.7% |
| Participant deferral / active EE | $6,629 | $5,507+20.4% | $4,895+35.4% | $5,352+23.9% |
| Admin fee / account holder | $2,070 | $13,580-84.8% | $11,611-82.2% | $9,540-78.3% |