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 | $44,740 | $112,096-60.1% | $95,952-53.4% | $158,922-71.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.46% | 171.09%-148.6pp | 91.61%-69.2pp | 302.83%-280.4pp |
| Employer contribution / active EE | $5,531 | $3,198+73.0% | $2,541+117.7% | $4,761+16.2% |
| Participant deferral / active EE | $17,183 | $4,784+259.2% | $4,167+312.4% | $5,982+187.2% |
| Admin fee / account holder | $1,517 | $10,130-85.0% | $6,795-77.7% | $11,246-86.5% |