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 | $91,602 | $115,770-20.9% | $101,248-9.5% | $158,922-42.4% |
| Participation rate | 95.2% | 79.4%+15.9pp | 75.8%+19.4pp | 82.0%+13.3pp |
| Annual return | 14.92% | 56.14%-41.2pp | 46.47%-31.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $18,044 | $4,175+332.3% | $3,660+393.1% | $4,761+279.0% |
| Participant deferral / active EE | $2,429 | $4,957-51.0% | $4,370-44.4% | $5,982-59.4% |
| Admin fee / account holder | $5,967 | $7,245-17.6% | $5,945+0.4% | $11,246-46.9% |