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 | $142,294 | $227,553-37.5% | $189,557-24.9% | $167,490-15.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.36% | 78.40%-57.0pp | 64.17%-42.8pp | 478.56%-457.2pp |
| Employer contribution / active EE | $6,854 | $5,316+28.9% | $4,412+55.3% | $4,837+41.7% |
| Participant deferral / active EE | $3,567 | $7,002-49.1% | $6,174-42.2% | $6,341-43.7% |
| Admin fee / account holder | $887 | $11,878-92.5% | $9,807-91.0% | $12,309-92.8% |