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 | $78,838 | $49,922+57.9% | $80,569-2.1% | $75,163+4.9% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 17.29% | 34.69%-17.4pp | 935.43%-918.1pp | 160.62%-143.3pp |
| Employer contribution / active EE | $7,813 | $1,698+360.0% | $2,723+186.9% | $2,670+192.6% |
| Participant deferral / active EE | $6,323 | $2,990+111.5% | $4,447+42.2% | $4,125+53.3% |
| Admin fee / account holder | $3,681 | $3,577+2.9% | $5,377-31.5% | $5,651-34.9% |