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 | $91,265 | $99,079-7.9% | $77,999+17.0% | $273,961-66.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.76% | 217.93%-211.2pp | 425.96%-419.2pp | 41.45%-34.7pp |
| Employer contribution / active EE | $4,944 | $3,308+49.5% | $2,470+100.1% | $4,869+1.5% |
| Participant deferral / active EE | $14,009 | $4,306+225.3% | $3,497+300.6% | $5,287+165.0% |
| Admin fee / account holder | $1,125 | $8,954-87.4% | $5,480-79.5% | $10,132-88.9% |