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 | $84,590 | $102,966-17.8% | $90,281-6.3% | $152,861-44.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.09% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,320 | $3,139+5.8% | $2,854+16.3% | $4,762-30.3% |
| Participant deferral / active EE | $3,973 | $4,281-7.2% | $3,885+2.2% | $5,850-32.1% |
| Admin fee / account holder | $1,177 | $6,171-80.9% | $5,351-78.0% | $11,596-89.8% |