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 | $82,699 | $152,587-45.8% | $125,175-33.9% | $152,861-45.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.18% | 54.84%-28.7pp | 43.79%-17.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $4,177 | $4,946-15.6% | $3,865+8.1% | $4,762-12.3% |
| Participant deferral / active EE | $17,381 | $5,868+196.2% | $4,937+252.1% | $5,850+197.1% |
| Admin fee / account holder | $22,287 | $13,434+65.9% | $9,702+129.7% | $11,596+92.2% |