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 | $71,354 | $126,574-43.6% | $106,213-32.8% | $145,922-51.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.12% | 224.79%-214.7pp | 116.14%-106.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $6,406 | $3,730+71.7% | $3,171+102.0% | $4,660+37.5% |
| Participant deferral / active EE | $3,505 | $5,724-38.8% | $5,016-30.1% | $6,688-47.6% |
| Admin fee / account holder | $794 | $17,304-95.4% | $11,033-92.8% | $13,397-94.1% |