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 | $59,250 | $102,966-42.5% | $90,281-34.4% | $152,861-61.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.19% | 95.16%-77.0pp | 78.10%-59.9pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,002 | $3,139+27.5% | $2,854+40.2% | $4,762-16.0% |
| Participant deferral / active EE | $8,170 | $4,281+90.8% | $3,885+110.3% | $5,850+39.6% |
| Admin fee / account holder | $1,558 | $6,171-74.8% | $5,351-70.9% | $11,596-86.6% |