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 | $79,370 | $100,852-21.3% | $90,404-12.2% | $158,922-50.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.07% | 1724.20%-1713.1pp | 1293.02%-1281.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,632 | $3,689-1.5% | $3,262+11.3% | $4,761-23.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,086 | $6,501-83.3% | $5,611-80.6% | $11,246-90.3% |