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 | $54,930 | $108,919-49.6% | $100,391-45.3% | $145,922-62.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.38% | 57.88%-36.5pp | 49.20%-27.8pp | 561.29%-539.9pp |
| Employer contribution / active EE | $5,268 | $4,419+19.2% | $3,942+33.6% | $4,660+13.0% |
| Participant deferral / active EE | $21,828 | $8,445+158.5% | $8,082+170.1% | $6,688+226.4% |
| Admin fee / account holder | $10,790 | $9,689+11.4% | $7,899+36.6% | $13,397-19.5% |