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 | $64,526 | $102,966-37.3% | $90,281-28.5% | $152,861-57.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.49% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,696 | $3,139-14.1% | $2,854-5.6% | $4,762-43.4% |
| Participant deferral / active EE | $4,597 | $4,281+7.4% | $3,885+18.3% | $5,850-21.4% |
| Admin fee / account holder | $808 | $6,171-86.9% | $5,351-84.9% | $11,596-93.0% |