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 | $77,880 | $102,317-23.9% | $146,958-47.0% | $80,856-3.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 24.71% | 134.76%-110.0pp | 418.34%-393.6pp | 35.59%-10.9pp |
| Employer contribution / active EE | $10,738 | $3,713+189.2% | $4,933+117.7% | $2,755+289.8% |
| Participant deferral / active EE | $13,100 | $6,644+97.2% | $8,070+62.3% | $4,296+205.0% |
| Admin fee / account holder | $4,235 | $7,941-46.7% | $12,998-67.4% | $6,918-38.8% |