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 | $95,308 | $114,047-16.4% | $96,139-0.9% | $167,490-43.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.55% | 189.88%-175.3pp | 191.94%-177.4pp | 478.56%-464.0pp |
| Employer contribution / active EE | $9,124 | $3,427+166.2% | $2,797+226.2% | $4,837+88.6% |
| Participant deferral / active EE | $6,269 | $5,194+20.7% | $4,349+44.2% | $6,341-1.1% |
| Admin fee / account holder | $1,461 | $6,897-78.8% | $5,537-73.6% | $12,309-88.1% |