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 | $84,937 | $115,770-26.6% | $101,248-16.1% | $158,922-46.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.77% | 56.14%-44.4pp | 46.47%-34.7pp | 302.83%-291.1pp |
| Employer contribution / active EE | $7,229 | $4,175+73.2% | $3,660+97.5% | $4,761+51.8% |
| Participant deferral / active EE | $4,926 | $4,957-0.6% | $4,370+12.7% | $5,982-17.7% |
| Admin fee / account holder | $1,805 | $7,245-75.1% | $5,945-69.6% | $11,246-84.0% |