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 | $72,451 | $138,065-47.5% | $123,544-41.4% | $135,375-46.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.79% | 153.68%-148.9pp | 119.20%-114.4pp | 519.73%-514.9pp |
| Employer contribution / active EE | $3,183 | $5,151-38.2% | $4,628-31.2% | $4,779-33.4% |
| Participant deferral / active EE | $7,557 | $6,799+11.1% | $6,426+17.6% | $5,609+34.7% |
| Admin fee / account holder | $762 | $10,916-93.0% | $9,284-91.8% | $10,827-93.0% |