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 | $71,559 | $109,327-34.5% | $89,391-19.9% | $158,922-55.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.69% | 345.68%-326.0pp | 245.62%-225.9pp | 302.83%-283.1pp |
| Employer contribution / active EE | $3,219 | $3,170+1.6% | $2,586+24.5% | $4,761-32.4% |
| Participant deferral / active EE | $7,464 | $4,598+62.3% | $3,890+91.9% | $5,982+24.8% |
| Admin fee / account holder | $1,438 | $6,153-76.6% | $4,881-70.5% | $11,246-87.2% |