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 5-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 | $89,756 | $111,754-19.7% | $103,333-13.1% | $145,922-38.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.25% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.0pp |
| Employer contribution / active EE | $14,220 | $4,212+237.6% | $3,868+267.6% | $4,660+205.2% |
| Participant deferral / active EE | $10,670 | $5,619+89.9% | $5,057+111.0% | $6,688+59.5% |
| Admin fee / account holder | $871 | $9,750-91.1% | $8,355-89.6% | $13,397-93.5% |