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 | $99,016 | $166,020-40.4% | $164,866-39.9% | $145,959-32.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.16% | 100.08%-88.9pp | 69.97%-58.8pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,727 | $5,275-48.3% | $4,343-37.2% | $4,661-41.5% |
| Participant deferral / active EE | $5,968 | $6,961-14.3% | $6,033-1.1% | $6,689-10.8% |
| Admin fee / account holder | $551 | $16,644-96.7% | $12,689-95.7% | $13,398-95.9% |