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 | $93,729 | $152,587-38.6% | $125,175-25.1% | $152,861-38.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 56.36% | 54.84%+1.5pp | 43.79%+12.6pp | 345.32%-289.0pp |
| Employer contribution / active EE | $2,726 | $4,946-44.9% | $3,865-29.5% | $4,762-42.8% |
| Participant deferral / active EE | $10,625 | $5,868+81.1% | $4,937+115.2% | $5,850+81.6% |
| Admin fee / account holder | $40,835 | $13,434+204.0% | $9,702+320.9% | $11,596+252.1% |