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 | $96,792 | $93,346+3.7% | $71,796+34.8% | $273,961-64.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 47.85% | 130.39%-82.5pp | 78.04%-30.2pp | 41.45%+6.4pp |
| Employer contribution / active EE | $10,460 | $2,733+282.7% | $1,924+443.5% | $4,869+114.8% |
| Participant deferral / active EE | $4,416 | $3,475+27.1% | $2,794+58.0% | $5,287-16.5% |
| Admin fee / account holder | $423 | $6,571-93.6% | $4,815-91.2% | $10,132-95.8% |