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 | $61,567 | $99,652-38.2% | $78,778-21.8% | $147,584-58.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.67% | 47.28%-36.6pp | 35.62%-25.0pp | 578.55%-567.9pp |
| Employer contribution / active EE | $8,181 | $2,796+192.6% | $1,986+312.0% | $4,876+67.8% |
| Participant deferral / active EE | $4,468 | $3,664+22.0% | $2,958+51.0% | $5,439-17.8% |
| Admin fee / account holder | $634 | $7,155-91.1% | $5,134-87.6% | $10,885-94.2% |