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 | $84,791 | $152,587-44.4% | $125,175-32.3% | $152,861-44.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 29.04% | 54.84%-25.8pp | 43.79%-14.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $19,847 | $4,946+301.2% | $3,865+413.4% | $4,762+316.7% |
| Participant deferral / active EE | $12,141 | $5,868+106.9% | $4,937+145.9% | $5,850+107.5% |
| Admin fee / account holder | $12,203 | $13,434-9.2% | $9,702+25.8% | $11,596+5.2% |