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 4-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 | $60,693 | $109,413-44.5% | $156,263-61.2% | $84,808-28.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 94.69% | 20.18%+74.5pp | 59.47%+35.2pp | 40.90%+53.8pp |
| Employer contribution / active EE | $8,009 | $2,907+175.5% | $4,333+84.8% | $2,631+204.4% |
| Participant deferral / active EE | $13,248 | $4,590+188.7% | $6,158+115.1% | $4,212+214.6% |
| Admin fee / account holder | $2,738 | $9,357-70.7% | $14,255-80.8% | $7,344-62.7% |