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 | $74,127 | $112,881-34.3% | $90,951-18.5% | $158,922-53.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.21% | 215.79%-203.6pp | 134.60%-122.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $3,553 | $2,893+22.8% | $2,122+67.4% | $4,761-25.4% |
| Participant deferral / active EE | $3,464 | $4,128-16.1% | $3,373+2.7% | $5,982-42.1% |
| Admin fee / account holder | $35,904 | $8,041+346.5% | $5,959+502.6% | $11,246+219.3% |