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 | $96,653 | $105,181-8.1% | $159,436-39.4% | $85,850+12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.33% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,103 | $3,318-6.5% | $4,829-35.7% | $2,565+21.0% |
| Participant deferral / active EE | $4,674 | $5,945-21.4% | $7,352-36.4% | $3,952+18.3% |
| Admin fee / account holder | $1,567 | $6,933-77.4% | $10,799-85.5% | $6,260-75.0% |