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 | $107,927 | $198,466-45.6% | $170,442-36.7% | $147,584-26.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.18% | 257.29%-239.1pp | 205.93%-187.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $13,122 | $6,184+112.2% | $5,433+141.5% | $4,876+169.1% |
| Participant deferral / active EE | $8,543 | $5,629+51.7% | $4,939+72.9% | $5,439+57.1% |
| Admin fee / account holder | $8,897 | $16,852-47.2% | $13,880-35.9% | $10,885-18.3% |