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 | $85,704 | $114,381-25.1% | $107,525-20.3% | $142,382-39.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 43.57% | 242.71%-199.1pp | 181.32%-137.7pp | 217.08%-173.5pp |
| Employer contribution / active EE | $4,073 | $4,015+1.4% | $3,754+8.5% | $4,299-5.3% |
| Participant deferral / active EE | $11,503 | $5,564+106.7% | $5,116+124.9% | $6,507+76.8% |
| Admin fee / account holder | $15,446 | $9,860+56.7% | $8,919+73.2% | $12,624+22.4% |