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 | $96,476 | $109,982-12.3% | $97,226-0.8% | $145,922-33.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 24.59% | 242.90%-218.3pp | 75.13%-50.5pp | 561.29%-536.7pp |
| Employer contribution / active EE | $2,675 | $3,084-13.2% | $2,729-2.0% | $4,660-42.6% |
| Participant deferral / active EE | $11,312 | $4,676+141.9% | $4,264+165.3% | $6,688+69.1% |
| Admin fee / account holder | $2,220 | $6,221-64.3% | $5,654-60.7% | $13,397-83.4% |