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 | $51,286 | $109,327-53.1% | $89,391-42.6% | $158,922-67.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 15.64% | 345.68%-330.0pp | 245.62%-230.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $2,387 | $3,170-24.7% | $2,586-7.7% | $4,761-49.9% |
| Participant deferral / active EE | $7,188 | $4,598+56.3% | $3,890+84.8% | $5,982+20.2% |
| Admin fee / account holder | $2,569 | $6,153-58.3% | $4,881-47.4% | $11,246-77.2% |