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 | $66,486 | $105,998-37.3% | $92,233-27.9% | $147,584-55.0% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 20.00% | 50.05%-30.0pp | 176.28%-156.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $9,091 | $4,333+109.8% | $3,679+147.1% | $4,876+86.4% |
| Participant deferral / active EE | $2,620 | $4,478-41.5% | $3,897-32.8% | $5,439-51.8% |
| Admin fee / account holder | $2,328 | $6,332-63.2% | $5,194-55.2% | $10,885-78.6% |