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 | $73,085 | $72,071+1.4% | $68,368+6.9% | $137,256-46.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.87% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,016 | $2,788-27.7% | $2,649-23.9% | $4,156-51.5% |
| Participant deferral / active EE | $8,004 | $4,410+81.5% | $4,123+94.1% | $6,407+24.9% |
| Admin fee / account holder | $514 | $5,336-90.4% | $5,150-90.0% | $12,270-95.8% |