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 | $107,264 | $162,781-34.1% | $133,956-19.9% | $158,922-32.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.73% | 41.94%-30.2pp | 45.09%-33.4pp | 302.83%-291.1pp |
| Employer contribution / active EE | $15,399 | $4,975+209.5% | $3,919+293.0% | $4,761+223.4% |
| Participant deferral / active EE | $9,988 | $5,911+69.0% | $5,048+97.9% | $5,982+67.0% |
| Admin fee / account holder | $54,320 | $11,736+362.8% | $8,927+508.5% | $11,246+383.0% |