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 | $103,894 | $183,592-43.4% | $155,567-33.2% | $145,959-28.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.90% | 61.24%-42.3pp | 64.74%-45.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $11,854 | $5,315+123.0% | $4,674+153.6% | $4,661+154.3% |
| Participant deferral / active EE | $3,564 | $6,464-44.9% | $5,628-36.7% | $6,689-46.7% |
| Admin fee / account holder | $33,248 | $19,318+72.1% | $15,916+108.9% | $13,398+148.2% |