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 | $62,299 | $100,773-38.2% | $88,946-30.0% | $142,382-56.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.23% | 70.18%-50.9pp | 57.82%-38.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,081 | $2,918+5.6% | $2,555+20.6% | $4,299-28.3% |
| Participant deferral / active EE | $5,722 | $5,230+9.4% | $4,581+24.9% | $6,507-12.1% |
| Admin fee / account holder | $1,718 | $9,693-82.3% | $8,261-79.2% | $12,624-86.4% |