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 | $72,581 | $121,625-40.3% | $104,607-30.6% | $158,922-54.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.59% | 465.26%-458.7pp | 340.46%-333.9pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,933 | $3,163-7.3% | $2,681+9.4% | $4,761-38.4% |
| Participant deferral / active EE | $7,102 | $4,177+70.0% | $3,740+89.9% | $5,982+18.7% |
| Admin fee / account holder | $371 | $7,787-95.2% | $6,473-94.3% | $11,246-96.7% |