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 | $73,473 | $70,669+4.0% | $169,368-56.6% | $75,163-2.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 20.54% | 36.36%-15.8pp | 405.60%-385.1pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,491 | $2,211+12.7% | $4,013-37.9% | $2,670-6.7% |
| Participant deferral / active EE | $11,363 | $4,311+163.6% | $6,221+82.6% | $4,125+175.5% |
| Admin fee / account holder | $10,046 | $5,402+86.0% | $9,003+11.6% | $5,651+77.8% |