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 | $66,929 | $99,652-32.8% | $78,778-15.0% | $147,584-54.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 17.19% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,631 | $2,796+29.9% | $1,986+82.9% | $4,876-25.5% |
| Participant deferral / active EE | $5,581 | $3,664+52.3% | $2,958+88.6% | $5,439+2.6% |
| Admin fee / account holder | $429 | $7,155-94.0% | $5,134-91.6% | $10,885-96.1% |