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 | $88,601 | $105,126-15.7% | $94,646-6.4% | $139,434-36.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.79% | 38.03%-20.2pp | 156.71%-138.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $5,899 | $4,106+43.7% | $3,672+60.6% | $4,751+24.2% |
| Participant deferral / active EE | $14,896 | $7,599+96.0% | $7,418+100.8% | $6,710+122.0% |
| Admin fee / account holder | $6,573 | $8,984-26.8% | $7,231-9.1% | $11,403-42.4% |