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 | $61,207 | $104,907-41.7% | $84,611-27.7% | $152,861-60.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.97% | 373.79%-349.8pp | 258.74%-234.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,772 | $3,302-46.3% | $2,652-33.2% | $4,762-62.8% |
| Participant deferral / active EE | $4,684 | $4,688-0.1% | $3,899+20.2% | $5,850-19.9% |
| Admin fee / account holder | $2,545 | $6,241-59.2% | $4,912-48.2% | $11,596-78.1% |