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 | $68,467 | $114,047-40.0% | $96,139-28.8% | $167,490-59.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.62% | 189.88%-176.3pp | 191.94%-178.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,718 | $3,427-20.7% | $2,797-2.8% | $4,837-43.8% |
| Participant deferral / active EE | $3,980 | $5,194-23.4% | $4,349-8.5% | $6,341-37.2% |
| Admin fee / account holder | $417 | $6,897-94.0% | $5,537-92.5% | $12,309-96.6% |