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 | $72,401 | $89,355-19.0% | $141,162-48.7% | $72,985-0.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 22.63% | 111.85%-89.2pp | 71.39%-48.8pp | 81.00%-58.4pp |
| Employer contribution / active EE | $2,553 | $3,114-18.0% | $4,735-46.1% | $2,440+4.7% |
| Participant deferral / active EE | $6,286 | $5,418+16.0% | $6,709-6.3% | $3,607+74.3% |
| Admin fee / account holder | $26,252 | $5,958+340.6% | $10,261+155.8% | $5,124+412.3% |