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 | $71,462 | $84,696-15.6% | $75,696-5.6% | $167,490-57.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 18.77% | 199.36%-180.6pp | 104.53%-85.8pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,808 | $3,230-13.1% | $2,743+2.4% | $4,837-42.0% |
| Participant deferral / active EE | $4,006 | $4,580-12.5% | $3,821+4.8% | $6,341-36.8% |
| Admin fee / account holder | $367 | $5,355-93.2% | $3,619-89.9% | $12,309-97.0% |