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 | $57,394 | $133,922-57.1% | $116,228-50.6% | $142,382-59.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.86% | 147.76%-129.9pp | 90.06%-72.2pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,163 | $3,446-37.2% | $2,994-27.8% | $4,299-49.7% |
| Participant deferral / active EE | $7,873 | $5,672+38.8% | $4,953+59.0% | $6,507+21.0% |
| Admin fee / account holder | $17,012 | $14,945+13.8% | $11,989+41.9% | $12,624+34.8% |