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 | $80,536 | $102,966-21.8% | $90,281-10.8% | $152,861-47.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.96% | 95.16%-76.2pp | 78.10%-59.1pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,460 | $3,139-21.6% | $2,854-13.8% | $4,762-48.4% |
| Participant deferral / active EE | $5,754 | $4,281+34.4% | $3,885+48.1% | $5,850-1.6% |
| Admin fee / account holder | $1,081 | $6,171-82.5% | $5,351-79.8% | $11,596-90.7% |