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 | $73,422 | $209,411-64.9% | $178,490-58.9% | $158,922-53.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.37% | 188.75%-172.4pp | 151.07%-134.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $8,791 | $5,706+54.1% | $5,011+75.5% | $4,761+84.6% |
| Participant deferral / active EE | $8,636 | $5,954+45.0% | $5,202+66.0% | $5,982+44.4% |
| Admin fee / account holder | $7,171 | $17,074-58.0% | $13,984-48.7% | $11,246-36.2% |