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 | $60,299 | $65,409-7.8% | $98,442-38.7% | $85,850-29.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 19.72% | 21.76%-2.0pp | 1492.73%-1473.0pp | 318.53%-298.8pp |
| Employer contribution / active EE | $6,649 | $2,168+206.7% | $2,960+124.7% | $2,565+159.2% |
| Participant deferral / active EE | $8,727 | $3,166+175.6% | $4,276+104.1% | $3,952+120.9% |
| Admin fee / account holder | $1,221 | $4,593-73.4% | $5,949-79.5% | $6,260-80.5% |