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 | $73,585 | $81,632-9.9% | $70,449+4.5% | $158,922-53.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 36.99% | 208.40%-171.4pp | 109.03%-72.0pp | 302.83%-265.8pp |
| Employer contribution / active EE | $10,373 | $3,217+222.4% | $2,737+279.1% | $4,761+117.9% |
| Participant deferral / active EE | $6,385 | $4,554+40.2% | $3,709+72.2% | $5,982+6.7% |
| Admin fee / account holder | $8,526 | $6,193+37.7% | $3,845+121.7% | $11,246-24.2% |