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 | $69,391 | $107,334-35.4% | $92,893-25.3% | $152,861-54.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.08% | 145.58%-117.5pp | 109.41%-81.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $6,934 | $4,221+64.3% | $3,653+89.8% | $4,762+45.6% |
| Participant deferral / active EE | $4,948 | $4,845+2.1% | $4,236+16.8% | $5,850-15.4% |
| Admin fee / account holder | $987 | $7,079-86.1% | $5,794-83.0% | $11,596-91.5% |