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 | $65,123 | $107,334-39.3% | $92,893-29.9% | $152,861-57.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.15% | 145.58%-116.4pp | 109.41%-80.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $2,593 | $4,221-38.6% | $3,653-29.0% | $4,762-45.6% |
| Participant deferral / active EE | $16,160 | $4,845+233.6% | $4,236+281.5% | $5,850+176.2% |
| Admin fee / account holder | $302 | $7,079-95.7% | $5,794-94.8% | $11,596-97.4% |