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 | $89,442 | $107,334-16.7% | $92,893-3.7% | $152,861-41.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.44% | 145.58%-129.1pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,235 | $4,221+0.3% | $3,653+15.9% | $4,762-11.1% |
| Participant deferral / active EE | $3,825 | $4,845-21.1% | $4,236-9.7% | $5,850-34.6% |
| Admin fee / account holder | $852 | $7,079-88.0% | $5,794-85.3% | $11,596-92.7% |