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 | $116,095 | $197,825-41.3% | $155,790-25.5% | $125,391-7.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 1.30% | 86.74%-85.4pp | 71.54%-70.2pp | 282.22%-280.9pp |
| Employer contribution / active EE | $6,481 | $4,847+33.7% | $3,836+68.9% | $4,866+33.2% |
| Participant deferral / active EE | $13,603 | $5,630+141.6% | $4,797+183.6% | $5,352+154.2% |
| Admin fee / account holder | $85,102 | $9,545+791.6% | $7,478+1038.1% | $9,540+792.0% |