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 6-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 | $60,782 | $72,071-15.7% | $68,368-11.1% | $137,256-55.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.01% | 353.14%-339.1pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,583 | $2,788+64.4% | $2,649+73.0% | $4,156+10.3% |
| Participant deferral / active EE | $11,349 | $4,410+157.3% | $4,123+175.3% | $6,407+77.1% |
| Admin fee / account holder | $2,651 | $5,336-50.3% | $5,150-48.5% | $12,270-78.4% |