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 | $76,601 | $107,334-28.6% | $92,893-17.5% | $152,861-49.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.19% | 145.58%-128.4pp | 109.41%-92.2pp | 345.32%-328.1pp |
| Employer contribution / active EE | $2,380 | $4,221-43.6% | $3,653-34.8% | $4,762-50.0% |
| Participant deferral / active EE | $4,721 | $4,845-2.6% | $4,236+11.4% | $5,850-19.3% |
| Admin fee / account holder | $1,761 | $7,079-75.1% | $5,794-69.6% | $11,596-84.8% |