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 | $83,909 | $102,966-18.5% | $90,281-7.1% | $152,861-45.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 41.23% | 95.16%-53.9pp | 78.10%-36.9pp | 345.32%-304.1pp |
| Employer contribution / active EE | $2,909 | $3,139-7.3% | $2,854+1.9% | $4,762-38.9% |
| Participant deferral / active EE | $7,345 | $4,281+71.5% | $3,885+89.0% | $5,850+25.6% |
| Admin fee / account holder | $6,984 | $6,171+13.2% | $5,351+30.5% | $11,596-39.8% |