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 | $72,225 | $115,770-37.6% | $101,248-28.7% | $158,922-54.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.49% | 56.14%-34.6pp | 46.47%-25.0pp | 302.83%-281.3pp |
| Employer contribution / active EE | $5,093 | $4,175+22.0% | $3,660+39.2% | $4,761+7.0% |
| Participant deferral / active EE | $8,078 | $4,957+63.0% | $4,370+84.9% | $5,982+35.0% |
| Admin fee / account holder | $2,019 | $7,245-72.1% | $5,945-66.0% | $11,246-82.1% |