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 | $72,202 | $81,208-11.1% | $98,907-27.0% | $79,858-9.6% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 22.02% | 60.99%-39.0pp | 196.43%-174.4pp | 31.71%-9.7pp |
| Employer contribution / active EE | $5,482 | $1,960+179.7% | $2,689+103.9% | $2,471+121.9% |
| Participant deferral / active EE | $14,518 | $3,265+344.7% | $4,244+242.1% | $3,740+288.2% |
| Admin fee / account holder | $5,222 | $6,013-13.2% | $6,642-21.4% | $5,306-1.6% |