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 | $123,213 | $157,256-21.6% | $141,162-12.7% | $152,861-19.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.49% | 64.32%-48.8pp | 71.39%-55.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $18,584 | $5,261+253.2% | $4,735+292.5% | $4,762+290.2% |
| Participant deferral / active EE | $14,181 | $7,109+99.5% | $6,709+111.4% | $5,850+142.4% |
| Admin fee / account holder | $28,001 | $12,120+131.0% | $10,261+172.9% | $11,596+141.5% |