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 | $90,455 | $176,377-48.7% | $134,143-32.6% | $158,922-43.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 6.65% | 63.63%-57.0pp | 36.33%-29.7pp | 302.83%-296.2pp |
| Employer contribution / active EE | $21,683 | $5,040+330.2% | $3,704+485.4% | $4,761+355.4% |
| Participant deferral / active EE | $9,750 | $4,091+138.3% | $3,499+178.7% | $5,982+63.0% |
| Admin fee / account holder | $851 | $8,718-90.2% | $6,684-87.3% | $11,246-92.4% |