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 | $71,973 | $157,256-54.2% | $141,162-49.0% | $152,861-52.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 39.76% | 64.32%-24.6pp | 71.39%-31.6pp | 345.32%-305.6pp |
| Employer contribution / active EE | $56,218 | $5,261+968.6% | $4,735+1087.3% | $4,762+1080.5% |
| Participant deferral / active EE | $9,151 | $7,109+28.7% | $6,709+36.4% | $5,850+56.4% |
| Admin fee / account holder | $8,505 | $12,120-29.8% | $10,261-17.1% | $11,596-26.7% |