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 | $16,504 | $107,334-84.6% | $92,893-82.2% | $152,861-89.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 82.65% | 145.58%-62.9pp | 109.41%-26.8pp | 345.32%-262.7pp |
| Employer contribution / active EE | $3,446 | $4,221-18.4% | $3,653-5.7% | $4,762-27.6% |
| Participant deferral / active EE | $3,125 | $4,845-35.5% | $4,236-26.2% | $5,850-46.6% |
| Admin fee / account holder | $1,101 | $7,079-84.4% | $5,794-81.0% | $11,596-90.5% |