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 | $79,819 | $74,888+6.6% | $71,209+12.1% | $142,382-43.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.66% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,718 | $2,854-4.8% | $2,721-0.1% | $4,299-36.8% |
| Participant deferral / active EE | $5,946 | $4,454+33.5% | $4,175+42.4% | $6,507-8.6% |
| Admin fee / account holder | $17,700 | $5,568+217.9% | $5,349+230.9% | $12,624+40.2% |