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 | $115,816 | $133,922-13.5% | $116,228-0.4% | $142,382-18.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.36% | 147.76%-133.4pp | 90.06%-75.7pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,657 | $3,446+122.2% | $2,994+155.7% | $4,299+78.1% |
| Participant deferral / active EE | $13,174 | $5,672+132.3% | $4,953+166.0% | $6,507+102.4% |
| Admin fee / account holder | $21,263 | $14,945+42.3% | $11,989+77.4% | $12,624+68.4% |