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 | $91,953 | $111,724-17.7% | $93,606-1.8% | $145,922-37.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 24.86% | 202.98%-178.1pp | 133.20%-108.3pp | 561.29%-536.4pp |
| Employer contribution / active EE | $6,217 | $3,090+101.2% | $2,420+156.9% | $4,660+33.4% |
| Participant deferral / active EE | $3,533 | $4,912-28.1% | $4,411-19.9% | $6,688-47.2% |
| Admin fee / account holder | $3,433 | $10,250-66.5% | $8,285-58.6% | $13,397-74.4% |