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 | $77,411 | $157,256-50.8% | $141,162-45.2% | $152,861-49.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 55.64% | 64.32%-8.7pp | 71.39%-15.7pp | 345.32%-289.7pp |
| Employer contribution / active EE | $17,749 | $5,261+237.4% | $4,735+274.8% | $4,762+272.7% |
| Participant deferral / active EE | $6,028 | $7,109-15.2% | $6,709-10.1% | $5,850+3.0% |
| Admin fee / account holder | $301 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |