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 | $62,227 | $183,519-66.1% | $155,509-60.0% | $145,922-57.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.83% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $17,698 | $5,313+233.1% | $4,672+278.8% | $4,660+279.8% |
| Participant deferral / active EE | $4,711 | $6,462-27.1% | $5,626-16.3% | $6,688-29.6% |
| Admin fee / account holder | $2,813 | $19,313-85.4% | $15,912-82.3% | $13,397-79.0% |