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 | $57,910 | $73,515-21.2% | $62,995-8.1% | $147,584-60.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 27.88% | 175.43%-147.6pp | 87.57%-59.7pp | 578.55%-550.7pp |
| Employer contribution / active EE | $3,951 | $3,320+19.0% | $2,759+43.2% | $4,876-19.0% |
| Participant deferral / active EE | $5,117 | $4,185+22.3% | $3,329+53.7% | $5,439-5.9% |
| Admin fee / account holder | $551 | $5,953-90.7% | $3,600-84.7% | $10,885-94.9% |