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 7-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 | $71,427 | $152,587-53.2% | $125,175-42.9% | $152,861-53.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.09% | 54.84%-24.8pp | 43.79%-13.7pp | 345.32%-315.2pp |
| Employer contribution / active EE | $13,836 | $4,946+179.7% | $3,865+257.9% | $4,762+190.5% |
| Participant deferral / active EE | $16,798 | $5,868+186.3% | $4,937+240.3% | $5,850+187.1% |
| Admin fee / account holder | $12,721 | $13,434-5.3% | $9,702+31.1% | $11,596+9.7% |