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 | $62,119 | $90,600-31.4% | $79,464-21.8% | $135,375-54.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 3.22% | 977.43%-974.2pp | 718.14%-714.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $3,105 | $3,068+1.2% | $2,800+10.9% | $4,779-35.0% |
| Participant deferral / active EE | $3,735 | $4,050-7.8% | $3,704+0.8% | $5,609-33.4% |
| Admin fee / account holder | $122,062 | $5,907+1966.5% | $5,113+2287.3% | $10,827+1027.4% |