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 | $81,593 | $115,770-29.5% | $101,248-19.4% | $158,922-48.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.68% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $5,879 | $4,175+40.8% | $3,660+60.7% | $4,761+23.5% |
| Participant deferral / active EE | $5,651 | $4,957+14.0% | $4,370+29.3% | $5,982-5.5% |
| Admin fee / account holder | $2,515 | $7,245-65.3% | $5,945-57.7% | $11,246-77.6% |