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 | $103,312 | $232,540-55.6% | $185,117-44.2% | $147,584-30.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 15.37% | 43.03%-27.7pp | 40.50%-25.1pp | 578.55%-563.2pp |
| Employer contribution / active EE | $18,191 | $5,195+250.1% | $4,182+335.0% | $4,876+273.0% |
| Participant deferral / active EE | $9,984 | $5,834+71.1% | $5,045+97.9% | $5,439+83.6% |
| Admin fee / account holder | $4,166 | $10,275-59.5% | $8,159-48.9% | $10,885-61.7% |