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 | $89,456 | $121,625-26.4% | $104,607-14.5% | $158,922-43.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.06% | 465.26%-456.2pp | 340.46%-331.4pp | 302.83%-293.8pp |
| Employer contribution / active EE | $3,750 | $3,163+18.6% | $2,681+39.9% | $4,761-21.2% |
| Participant deferral / active EE | $762 | $4,177-81.8% | $3,740-79.6% | $5,982-87.3% |
| Admin fee / account holder | $7,469 | $7,787-4.1% | $6,473+15.4% | $11,246-33.6% |