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 | $88,411 | $126,574-30.2% | $106,213-16.8% | $145,922-39.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 14.92% | 224.79%-209.9pp | 116.14%-101.2pp | 561.29%-546.4pp |
| Employer contribution / active EE | $7,018 | $3,730+88.1% | $3,171+121.3% | $4,660+50.6% |
| Participant deferral / active EE | $5,433 | $5,724-5.1% | $5,016+8.3% | $6,688-18.8% |
| Admin fee / account holder | $1,751 | $17,304-89.9% | $11,033-84.1% | $13,397-86.9% |