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 | $158,398-54.7% | $126,539-43.3% | $142,382-49.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.70% | 593.76%-566.1pp | 425.95%-398.2pp | 217.08%-189.4pp |
| Employer contribution / active EE | $4,463 | $4,650-4.0% | $3,674+21.5% | $4,299+3.8% |
| Participant deferral / active EE | $8,741 | $4,767+83.4% | $4,083+114.1% | $6,507+34.3% |
| Admin fee / account holder | $462 | $6,918-93.3% | $6,065-92.4% | $12,624-96.3% |