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 | $64,683 | $102,966-37.2% | $90,281-28.4% | $152,861-57.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.68% | 95.16%-67.5pp | 78.10%-50.4pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,651 | $3,139-47.4% | $2,854-42.1% | $4,762-65.3% |
| Participant deferral / active EE | $4,794 | $4,281+12.0% | $3,885+23.4% | $5,850-18.1% |
| Admin fee / account holder | $817 | $6,171-86.8% | $5,351-84.7% | $11,596-93.0% |