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 | $72,827 | $107,334-32.1% | $92,893-21.6% | $152,861-52.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.21% | 145.58%-127.4pp | 109.41%-91.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $1,761 | $4,221-58.3% | $3,653-51.8% | $4,762-63.0% |
| Participant deferral / active EE | $3,382 | $4,845-30.2% | $4,236-20.2% | $5,850-42.2% |
| Admin fee / account holder | $4,123 | $7,079-41.8% | $5,794-28.8% | $11,596-64.4% |