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 | $91,538 | $109,982-16.8% | $97,226-5.9% | $145,922-37.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.98% | 242.90%-229.9pp | 75.13%-62.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,704 | $3,084-44.7% | $2,729-37.6% | $4,660-63.4% |
| Participant deferral / active EE | $8,243 | $4,676+76.3% | $4,264+93.3% | $6,688+23.3% |
| Admin fee / account holder | $362 | $6,221-94.2% | $5,654-93.6% | $13,397-97.3% |