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 | $94,081 | $88,583+6.2% | $88,497+6.3% | $273,961-65.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 122.06% | 5.68%+116.4pp | 7.63%+114.4pp | 41.45%+80.6pp |
| Employer contribution / active EE | $12,944 | $4,502+187.5% | $4,036+220.7% | $4,869+165.9% |
| Participant deferral / active EE | $10,921 | $4,891+123.3% | $4,899+122.9% | $5,287+106.6% |
| Admin fee / account holder | $1,117 | $8,980-87.6% | $6,220-82.0% | $10,132-89.0% |