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 | $81,008 | $129,217-37.3% | $93,406-13.3% | $158,922-49.0% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 23.55% | 118.21%-94.7pp | 78.05%-54.5pp | 302.83%-279.3pp |
| Employer contribution / active EE | $3,145 | $2,711+16.0% | $2,075+51.6% | $4,761-34.0% |
| Participant deferral / active EE | $6,460 | $3,909+65.3% | $3,126+106.7% | $5,982+8.0% |
| Admin fee / account holder | $598 | $7,383-91.9% | $5,230-88.6% | $11,246-94.7% |