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 | $124,227 | $183,519-32.3% | $155,509-20.1% | $145,922-14.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.91% | 61.17%-37.3pp | 64.67%-40.8pp | 561.29%-537.4pp |
| Employer contribution / active EE | $14,996 | $5,313+182.3% | $4,672+221.0% | $4,660+221.8% |
| Participant deferral / active EE | $9,118 | $6,462+41.1% | $5,626+62.1% | $6,688+36.3% |
| Admin fee / account holder | $9,746 | $19,313-49.5% | $15,912-38.8% | $13,397-27.3% |