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 | $66,722 | $138,065-51.7% | $123,544-46.0% | $135,375-50.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.39% | 153.68%-152.3pp | 119.20%-117.8pp | 519.73%-518.3pp |
| Employer contribution / active EE | $4,329 | $5,151-16.0% | $4,628-6.4% | $4,779-9.4% |
| Participant deferral / active EE | $7,953 | $6,799+17.0% | $6,426+23.8% | $5,609+41.8% |
| Admin fee / account holder | $3,572 | $10,916-67.3% | $9,284-61.5% | $10,827-67.0% |