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 | $85,982 | $127,386-32.5% | $115,037-25.3% | $125,391-31.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.22% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.4pp |
| Employer contribution / active EE | $10,560 | $5,166+104.4% | $4,608+129.2% | $4,866+117.0% |
| Participant deferral / active EE | $10,397 | $6,423+61.9% | $6,026+72.5% | $5,352+94.3% |
| Admin fee / account holder | $710 | $9,516-92.5% | $8,175-91.3% | $9,540-92.6% |