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 | $92,276 | $102,966-10.4% | $90,281+2.2% | $152,861-39.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.02% | 95.16%-73.1pp | 78.10%-56.1pp | 345.32%-323.3pp |
| Employer contribution / active EE | $5,669 | $3,139+80.6% | $2,854+98.6% | $4,762+19.0% |
| Participant deferral / active EE | $4,147 | $4,281-3.1% | $3,885+6.7% | $5,850-29.1% |
| Admin fee / account holder | $321 | $6,171-94.8% | $5,351-94.0% | $11,596-97.2% |