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 | $71,761 | $149,040-51.9% | $120,225-40.3% | $137,256-47.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 27.70% | 605.68%-578.0pp | 439.23%-411.5pp | 220.34%-192.6pp |
| Employer contribution / active EE | $4,463 | $4,350+2.6% | $3,475+28.4% | $4,156+7.4% |
| Participant deferral / active EE | $8,741 | $4,655+87.8% | $3,999+118.6% | $6,407+36.4% |
| Admin fee / account holder | $462 | $6,348-92.7% | $5,696-91.9% | $12,270-96.2% |