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 | $86,621 | $84,696+2.3% | $75,696+14.4% | $167,490-48.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 10.50% | 199.36%-188.9pp | 104.53%-94.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $2,479 | $3,230-23.2% | $2,743-9.6% | $4,837-48.8% |
| Participant deferral / active EE | $1,860 | $4,580-59.4% | $3,821-51.3% | $6,341-70.7% |
| Admin fee / account holder | $3,370 | $5,355-37.1% | $3,619-6.9% | $12,309-72.6% |