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 | $133,905 | $183,592-27.1% | $155,567-13.9% | $145,959-8.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 61.24%-46.7pp | 64.74%-50.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,656 | $5,315-50.0% | $4,674-43.2% | $4,661-43.0% |
| Participant deferral / active EE | $12,246 | $6,464+89.4% | $5,628+117.6% | $6,689+83.1% |
| Admin fee / account holder | $2,824 | $19,318-85.4% | $15,916-82.3% | $13,398-78.9% |