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 | $53,308 | $84,696-37.1% | $75,696-29.6% | $167,490-68.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 24.87% | 199.36%-174.5pp | 104.53%-79.7pp | 478.56%-453.7pp |
| Employer contribution / active EE | $4,914 | $3,230+52.1% | $2,743+79.2% | $4,837+1.6% |
| Participant deferral / active EE | $7,647 | $4,580+67.0% | $3,821+100.1% | $6,341+20.6% |
| Admin fee / account holder | $319 | $5,355-94.0% | $3,619-91.2% | $12,309-97.4% |