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 | $68,743 | $58,208+18.1% | $81,812-16.0% | $80,856-15.0% |
| Participation rate | 90.9% | 63.4%+27.5pp | 72.3%+18.6pp | 67.6%+23.3pp |
| Annual return | 11.10% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $11,914 | $2,340+409.1% | $2,912+309.1% | $2,755+332.5% |
| Participant deferral / active EE | $4,982 | $3,281+51.8% | $4,319+15.4% | $4,296+16.0% |
| Admin fee / account holder | $2,341 | $4,981-53.0% | $7,386-68.3% | $6,918-66.2% |