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 | $73,613 | $118,680-38.0% | $98,907-25.6% | $158,922-53.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.68% | 372.35%-363.7pp | 196.43%-187.8pp | 302.83%-294.1pp |
| Employer contribution / active EE | $3,362 | $3,333+0.9% | $2,689+25.0% | $4,761-29.4% |
| Participant deferral / active EE | $4,869 | $5,088-4.3% | $4,244+14.7% | $5,982-18.6% |
| Admin fee / account holder | $14,462 | $10,131+42.8% | $6,642+117.8% | $11,246+28.6% |