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 | $103,702 | $121,625-14.7% | $104,607-0.9% | $158,922-34.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.47% | 465.26%-459.8pp | 340.46%-335.0pp | 302.83%-297.4pp |
| Employer contribution / active EE | $7,258 | $3,163+129.5% | $2,681+170.7% | $4,761+52.4% |
| Participant deferral / active EE | $3,675 | $4,177-12.0% | $3,740-1.7% | $5,982-38.6% |
| Admin fee / account holder | $15,510 | $7,787+99.2% | $6,473+139.6% | $11,246+37.9% |