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 | $80,335 | $107,334-25.2% | $92,893-13.5% | $152,861-47.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.40% | 145.58%-131.2pp | 109.41%-95.0pp | 345.32%-330.9pp |
| Employer contribution / active EE | $3,357 | $4,221-20.5% | $3,653-8.1% | $4,762-29.5% |
| Participant deferral / active EE | $6,250 | $4,845+29.0% | $4,236+47.5% | $5,850+6.8% |
| Admin fee / account holder | $888 | $7,079-87.5% | $5,794-84.7% | $11,596-92.3% |