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 | $95,592 | $123,909-22.9% | $69,647+37.3% | $145,922-34.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 14.95% | 190.55%-175.6pp | 100.48%-85.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,613 | $2,682-39.9% | $1,712-5.8% | $4,660-65.4% |
| Participant deferral / active EE | $1,613 | $4,236-61.9% | $2,886-44.1% | $6,688-75.9% |
| Admin fee / account holder | $24,355 | $7,863+209.8% | $4,713+416.8% | $13,397+81.8% |