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 | $85,624 | $89,355-4.2% | $141,162-39.3% | $72,985+17.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.14% | 111.85%-86.7pp | 71.39%-46.2pp | 81.00%-55.9pp |
| Employer contribution / active EE | $7,656 | $3,114+145.8% | $4,735+61.7% | $2,440+213.8% |
| Participant deferral / active EE | $13,722 | $5,418+153.3% | $6,709+104.5% | $3,607+280.4% |
| Admin fee / account holder | $16,815 | $5,958+182.2% | $10,261+63.9% | $5,124+228.1% |