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 | $99,417 | $126,574-21.5% | $106,213-6.4% | $145,922-31.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.52% | 224.79%-212.3pp | 116.14%-103.6pp | 561.29%-548.8pp |
| Employer contribution / active EE | $7,139 | $3,730+91.4% | $3,171+125.1% | $4,660+53.2% |
| Participant deferral / active EE | $14,663 | $5,724+156.2% | $5,016+192.3% | $6,688+119.2% |
| Admin fee / account holder | $16,440 | $17,304-5.0% | $11,033+49.0% | $13,397+22.7% |