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 | $75,274 | $157,256-52.1% | $141,162-46.7% | $152,861-50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 45.65% | 64.32%-18.7pp | 71.39%-25.7pp | 345.32%-299.7pp |
| Employer contribution / active EE | $2,918 | $5,261-44.5% | $4,735-38.4% | $4,762-38.7% |
| Participant deferral / active EE | $4,348 | $7,109-38.8% | $6,709-35.2% | $5,850-25.7% |
| Admin fee / account holder | $7,512 | $12,120-38.0% | $10,261-26.8% | $11,596-35.2% |