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 | $84,232 | $99,020-14.9% | $86,590-2.7% | $147,584-42.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.19% | 1312.34%-1299.1pp | 964.84%-951.6pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,036 | $3,132-35.0% | $2,839-28.3% | $4,876-58.3% |
| Participant deferral / active EE | $5,461 | $3,972+37.5% | $3,609+51.3% | $5,439+0.4% |
| Admin fee / account holder | $12,019 | $5,710+110.5% | $4,906+145.0% | $10,885+10.4% |