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 | $94,223 | $100,773-6.5% | $88,946+5.9% | $142,382-33.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.10% | 70.18%-54.1pp | 57.82%-41.7pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,578 | $2,918-11.6% | $2,555+0.9% | $4,299-40.0% |
| Participant deferral / active EE | $3,953 | $5,230-24.4% | $4,581-13.7% | $6,507-39.3% |
| Admin fee / account holder | $4,476 | $9,693-53.8% | $8,261-45.8% | $12,624-64.5% |