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 | $53,648 | $58,208-7.8% | $81,812-34.4% | $80,856-33.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 19.31% | 41.66%-22.3pp | 773.79%-754.5pp | 35.59%-16.3pp |
| Employer contribution / active EE | $2,326 | $2,340-0.6% | $2,912-20.1% | $2,755-15.6% |
| Participant deferral / active EE | $4,534 | $3,281+38.2% | $4,319+5.0% | $4,296+5.5% |
| Admin fee / account holder | $2,008 | $4,981-59.7% | $7,386-72.8% | $6,918-71.0% |