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 | $35,740 | $157,256-77.3% | $141,162-74.7% | $152,861-76.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.46% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $2,047 | $5,261-61.1% | $4,735-56.8% | $4,762-57.0% |
| Participant deferral / active EE | $3,543 | $7,109-50.2% | $6,709-47.2% | $5,850-39.4% |
| Admin fee / account holder | $444 | $12,120-96.3% | $10,261-95.7% | $11,596-96.2% |