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 | $55,217 | $89,753-38.5% | $107,525-48.6% | $84,808-34.9% |
| Participation rate | 94.7% | 68.1%+26.7pp | 75.1%+19.7pp | 68.3%+26.4pp |
| Annual return | 22.66% | 29.48%-6.8pp | 181.32%-158.7pp | 40.90%-18.2pp |
| Employer contribution / active EE | $11,893 | $3,113+282.0% | $3,754+216.8% | $2,631+352.0% |
| Participant deferral / active EE | $6,737 | $4,056+66.1% | $5,116+31.7% | $4,212+60.0% |
| Admin fee / account holder | $1,712 | $7,222-76.3% | $8,919-80.8% | $7,344-76.7% |