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 | $76,786 | $102,966-25.4% | $90,281-14.9% | $152,861-49.8% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 15.00% | 95.16%-80.2pp | 78.10%-63.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $19,562 | $3,139+523.2% | $2,854+585.3% | $4,762+310.8% |
| Participant deferral / active EE | $2,783 | $4,281-35.0% | $3,885-28.4% | $5,850-52.4% |
| Admin fee / account holder | $5,243 | $6,171-15.0% | $5,351-2.0% | $11,596-54.8% |