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 | $82,399 | $105,181-21.7% | $159,436-48.3% | $85,850-4.0% |
| Participation rate | 74.2% | 75.8%-1.6pp | 82.8%-8.6pp | 69.3%+4.9pp |
| Annual return | 18.02% | 45.07%-27.1pp | 263.57%-245.5pp | 318.53%-300.5pp |
| Employer contribution / active EE | $9,726 | $3,318+193.1% | $4,829+101.4% | $2,565+279.2% |
| Participant deferral / active EE | $13,720 | $5,945+130.8% | $7,352+86.6% | $3,952+247.2% |
| Admin fee / account holder | $17,545 | $6,933+153.1% | $10,799+62.5% | $6,260+180.3% |