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 6-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 | $71,833 | $115,770-38.0% | $101,248-29.1% | $158,922-54.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.93% | 56.14%-45.2pp | 46.47%-35.5pp | 302.83%-291.9pp |
| Employer contribution / active EE | $16,252 | $4,175+289.3% | $3,660+344.1% | $4,761+241.4% |
| Participant deferral / active EE | $6,923 | $4,957+39.7% | $4,370+58.4% | $5,982+15.7% |
| Admin fee / account holder | $3,346 | $7,245-53.8% | $5,945-43.7% | $11,246-70.2% |