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 | $84,145 | $176,377-52.3% | $134,143-37.3% | $158,922-47.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.21% | 63.63%-47.4pp | 36.33%-20.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $6,370 | $5,040+26.4% | $3,704+72.0% | $4,761+33.8% |
| Participant deferral / active EE | $10,949 | $4,091+167.6% | $3,499+212.9% | $5,982+83.0% |
| Admin fee / account holder | $5,935 | $8,718-31.9% | $6,684-11.2% | $11,246-47.2% |