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 | $90,255 | $64,324+40.3% | $118,925-24.1% | $79,858+13.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 44.39% | 86.45%-42.1pp | 35.88%+8.5pp | 31.71%+12.7pp |
| Employer contribution / active EE | $5,649 | $1,836+207.7% | $3,263+73.2% | $2,471+128.6% |
| Participant deferral / active EE | $8,597 | $2,824+204.5% | $4,265+101.6% | $3,740+129.9% |
| Admin fee / account holder | $4,547 | $4,040+12.5% | $6,581-30.9% | $5,306-14.3% |