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 | $64,462 | $157,256-59.0% | $141,162-54.3% | $152,861-57.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.15% | 64.32%-40.2pp | 71.39%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $10,052 | $5,261+91.1% | $4,735+112.3% | $4,762+111.1% |
| Participant deferral / active EE | $6,224 | $7,109-12.4% | $6,709-7.2% | $5,850+6.4% |
| Admin fee / account holder | $3,648 | $12,120-69.9% | $10,261-64.5% | $11,596-68.5% |