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 | $72,419 | $81,208-10.8% | $98,907-26.8% | $79,858-9.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.22% | 60.99%-42.8pp | 196.43%-178.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,984 | $1,960+1.2% | $2,689-26.2% | $2,471-19.7% |
| Participant deferral / active EE | $4,575 | $3,265+40.1% | $4,244+7.8% | $3,740+22.3% |
| Admin fee / account holder | $1,154 | $6,013-80.8% | $6,642-82.6% | $5,306-78.3% |