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 | $134,843 | $144,119-6.4% | $117,854+14.4% | $147,584-8.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.41% | 531.15%-512.7pp | 335.08%-316.7pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,727 | $4,896-44.3% | $3,786-28.0% | $4,876-44.1% |
| Participant deferral / active EE | $4,232 | $5,316-20.4% | $4,482-5.6% | $5,439-22.2% |
| Admin fee / account holder | $4,845 | $10,886-55.5% | $8,020-39.6% | $10,885-55.5% |