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 | $119,990 | $108,919+10.2% | $100,391+19.5% | $145,922-17.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.34% | 57.88%-47.5pp | 49.20%-38.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,243 | $4,419-49.3% | $3,942-43.1% | $4,660-51.9% |
| Participant deferral / active EE | $8,848 | $8,445+4.8% | $8,082+9.5% | $6,688+32.3% |
| Admin fee / account holder | $6,175 | $9,689-36.3% | $7,899-21.8% | $13,397-53.9% |