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 | $61,165 | $74,888-18.3% | $71,209-14.1% | $142,382-57.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.04% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $8,595 | $2,854+201.1% | $2,721+215.9% | $4,299+99.9% |
| Participant deferral / active EE | $7,322 | $4,454+64.4% | $4,175+75.4% | $6,507+12.5% |
| Admin fee / account holder | $1,492 | $5,568-73.2% | $5,349-72.1% | $12,624-88.2% |