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 | $66,643 | $109,327-39.0% | $89,391-25.4% | $158,922-58.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.04% | 345.68%-328.6pp | 245.62%-228.6pp | 302.83%-285.8pp |
| Employer contribution / active EE | $4,274 | $3,170+34.8% | $2,586+65.3% | $4,761-10.2% |
| Participant deferral / active EE | $8,641 | $4,598+87.9% | $3,890+122.1% | $5,982+44.5% |
| Admin fee / account holder | $601 | $6,153-90.2% | $4,881-87.7% | $11,246-94.7% |