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 4-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 | $91,942 | $111,754-17.7% | $103,333-11.0% | $145,922-37.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.38% | 24.77%-4.4pp | 24.88%-4.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $31,568 | $4,212+649.4% | $3,868+716.2% | $4,660+577.5% |
| Participant deferral / active EE | $10,689 | $5,619+90.3% | $5,057+111.4% | $6,688+59.8% |
| Admin fee / account holder | $2,432 | $9,750-75.1% | $8,355-70.9% | $13,397-81.8% |