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 | $79,337 | $114,047-30.4% | $96,139-17.5% | $167,490-52.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.77% | 189.88%-176.1pp | 191.94%-178.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,690 | $3,427-21.5% | $2,797-3.8% | $4,837-44.4% |
| Participant deferral / active EE | $8,793 | $5,194+69.3% | $4,349+102.2% | $6,341+38.7% |
| Admin fee / account holder | $11,415 | $6,897+65.5% | $5,537+106.2% | $12,309-7.3% |