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 | $89,611 | $108,919-17.7% | $100,391-10.7% | $145,922-38.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.77% | 57.88%-47.1pp | 49.20%-38.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $8,542 | $4,419+93.3% | $3,942+116.7% | $4,660+83.3% |
| Participant deferral / active EE | $29,176 | $8,445+245.5% | $8,082+261.0% | $6,688+336.3% |
| Admin fee / account holder | $375 | $9,689-96.1% | $7,899-95.3% | $13,397-97.2% |