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 | $61,408 | $68,097-9.8% | $62,929-2.4% | $137,256-55.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.31% | 1859.11%-1845.8pp | 1063.93%-1050.6pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,982 | $2,811+6.1% | $2,505+19.0% | $4,156-28.3% |
| Participant deferral / active EE | $4,719 | $4,553+3.7% | $3,888+21.4% | $6,407-26.3% |
| Admin fee / account holder | $1,101 | $6,521-83.1% | $5,065-78.3% | $12,270-91.0% |