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 | $56,030 | $136,179-58.9% | $98,755-43.3% | $167,490-66.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 6.55% | 67.53%-61.0pp | 49.91%-43.4pp | 478.56%-472.0pp |
| Employer contribution / active EE | $11,653 | $2,631+342.8% | $2,067+463.6% | $4,837+140.9% |
| Participant deferral / active EE | $1,217 | $3,716-67.2% | $3,035-59.9% | $6,341-80.8% |
| Admin fee / account holder | $2,285 | $5,031-54.6% | $4,076-43.9% | $12,309-81.4% |