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 | $66,062 | $72,071-8.3% | $68,368-3.4% | $137,256-51.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.74% | 353.14%-335.4pp | 292.57%-274.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $5,799 | $2,788+108.0% | $2,649+118.9% | $4,156+39.5% |
| Participant deferral / active EE | $14,686 | $4,410+233.0% | $4,123+256.2% | $6,407+129.2% |
| Admin fee / account holder | $18,798 | $5,336+252.3% | $5,150+265.0% | $12,270+53.2% |