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 | $93,399 | $96,557-3.3% | $80,975+15.3% | $273,961-65.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 120.99% | 15.14%+105.8pp | 17.10%+103.9pp | 41.45%+79.5pp |
| Employer contribution / active EE | $22,306 | $4,868+358.2% | $3,714+500.6% | $4,869+358.2% |
| Participant deferral / active EE | $23,260 | $6,598+252.6% | $5,696+308.3% | $5,287+339.9% |
| Admin fee / account holder | $6,618 | $7,492-11.7% | $5,516+20.0% | $10,132-34.7% |