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 | $89,574 | $115,770-22.6% | $101,248-11.5% | $158,922-43.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.61% | 56.14%-37.5pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $16,226 | $4,175+288.7% | $3,660+343.4% | $4,761+240.8% |
| Participant deferral / active EE | $2,717 | $4,957-45.2% | $4,370-37.8% | $5,982-54.6% |
| Admin fee / account holder | $6,147 | $7,245-15.2% | $5,945+3.4% | $11,246-45.3% |