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 | $71,188 | $60,124+18.4% | $90,404-21.3% | $79,858-10.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.30% | 71.94%-60.6pp | 1293.02%-1281.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,135 | $2,068+3.2% | $3,262-34.6% | $2,471-13.6% |
| Participant deferral / active EE | $6,179 | $2,938+110.3% | $3,963+55.9% | $3,740+65.2% |
| Admin fee / account holder | $23,441 | $3,976+489.5% | $5,611+317.8% | $5,306+341.8% |