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 | $78,468 | $90,348-13.1% | $75,972+3.3% | $145,922-46.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.95% | 620.88%-602.9pp | 359.55%-341.6pp | 561.29%-543.3pp |
| Employer contribution / active EE | $4,329 | $3,311+30.7% | $2,685+61.2% | $4,660-7.1% |
| Participant deferral / active EE | $7,911 | $5,162+53.3% | $4,255+85.9% | $6,688+18.3% |
| Admin fee / account holder | $540 | $8,467-93.6% | $6,467-91.6% | $13,397-96.0% |