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 | $54,265 | $112,096-51.6% | $95,952-43.4% | $158,922-65.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.33% | 171.09%-151.8pp | 91.61%-72.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $8,612 | $3,198+169.3% | $2,541+238.9% | $4,761+80.9% |
| Participant deferral / active EE | $6,415 | $4,784+34.1% | $4,167+53.9% | $5,982+7.2% |
| Admin fee / account holder | $9,232 | $10,130-8.9% | $6,795+35.9% | $11,246-17.9% |