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 | $74,649 | $96,484-22.6% | $75,886-1.6% | $152,861-51.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.47% | 33.98%-10.5pp | 30.76%-7.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $10,589 | $3,309+220.0% | $2,500+323.5% | $4,762+122.4% |
| Participant deferral / active EE | $4,883 | $4,553+7.3% | $3,603+35.5% | $5,850-16.5% |
| Admin fee / account holder | $23,892 | $8,078+195.8% | $5,418+340.9% | $11,596+106.0% |