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 | $104,974-25.1% | $95,585-17.8% | $142,382-44.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 12.26% | 210.33%-198.1pp | 38.56%-26.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $5,424 | $2,779+95.2% | $2,527+114.7% | $4,299+26.2% |
| Participant deferral / active EE | $7,402 | $4,352+70.1% | $4,023+84.0% | $6,507+13.8% |
| Admin fee / account holder | $18,104 | $6,386+183.5% | $6,127+195.5% | $12,624+43.4% |