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 | $38,820 | $138,065-71.9% | $123,544-68.6% | $135,375-71.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 19.43% | 153.68%-134.3pp | 119.20%-99.8pp | 519.73%-500.3pp |
| Employer contribution / active EE | $2,840 | $5,151-44.9% | $4,628-38.6% | $4,779-40.6% |
| Participant deferral / active EE | $6,074 | $6,799-10.7% | $6,426-5.5% | $5,609+8.3% |
| Admin fee / account holder | $10,918 | $10,9160% | $9,284+17.6% | $10,827+0.8% |