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 | $78,602 | $101,618-22.7% | $93,063-15.5% | $137,256-42.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.26% | 223.95%-211.7pp | 34.15%-21.9pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,424 | $2,707+100.4% | $2,476+119.1% | $4,156+30.5% |
| Participant deferral / active EE | $7,402 | $4,279+73.0% | $3,958+87.0% | $6,407+15.5% |
| Admin fee / account holder | $18,104 | $6,198+192.1% | $6,033+200.1% | $12,270+47.5% |