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 | $72,256 | $85,202-15.2% | $172,739-58.2% | $72,985-1.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.29% | 27.32%-5.0pp | 802.84%-780.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $6,190 | $3,324+86.2% | $5,143+20.4% | $2,440+153.7% |
| Participant deferral / active EE | $6,962 | $3,260+113.5% | $5,198+33.9% | $3,607+93.0% |
| Admin fee / account holder | $2,286 | $5,884-61.1% | $13,954-83.6% | $5,124-55.4% |