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 | $50,348 | $166,020-69.7% | $164,866-69.5% | $145,959-65.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.68% | 100.08%-77.4pp | 69.97%-47.3pp | 561.95%-539.3pp |
| Employer contribution / active EE | $4,587 | $5,275-13.0% | $4,343+5.6% | $4,661-1.6% |
| Participant deferral / active EE | $5,250 | $6,961-24.6% | $6,033-13.0% | $6,689-21.5% |
| Admin fee / account holder | $477 | $16,644-97.1% | $12,689-96.2% | $13,398-96.4% |