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 | $66,590 | $101,618-34.5% | $93,063-28.4% | $137,256-51.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.80% | 223.95%-209.1pp | 34.15%-19.4pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,830 | $2,707+78.4% | $2,476+95.1% | $4,156+16.2% |
| Participant deferral / active EE | $9,850 | $4,279+130.2% | $3,958+148.8% | $6,407+53.7% |
| Admin fee / account holder | $9,857 | $6,198+59.0% | $6,033+63.4% | $12,270-19.7% |