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 | $73,131 | $102,966-29.0% | $90,281-19.0% | $152,861-52.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.13% | 95.16%-74.0pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $12,601 | $3,139+301.5% | $2,854+341.4% | $4,762+164.6% |
| Participant deferral / active EE | $7,975 | $4,281+86.3% | $3,885+105.3% | $5,850+36.3% |
| Admin fee / account holder | $1,072 | $6,171-82.6% | $5,351-80.0% | $11,596-90.8% |