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 | $70,306 | $64,324+9.3% | $118,925-40.9% | $79,858-12.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 15.80% | 86.45%-70.6pp | 35.88%-20.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $5,520 | $1,836+200.6% | $3,263+69.2% | $2,471+123.4% |
| Participant deferral / active EE | $4,290 | $2,824+51.9% | $4,265+0.6% | $3,740+14.7% |
| Admin fee / account holder | $1,594 | $4,040-60.6% | $6,581-75.8% | $5,306-70.0% |