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 | $139,892 | $158,398-11.7% | $126,539+10.6% | $142,382-1.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.34% | 593.76%-575.4pp | 425.95%-407.6pp | 217.08%-198.7pp |
| Employer contribution / active EE | $6,029 | $4,650+29.7% | $3,674+64.1% | $4,299+40.2% |
| Participant deferral / active EE | $9,592 | $4,767+101.2% | $4,083+134.9% | $6,507+47.4% |
| Admin fee / account holder | $1,799 | $6,918-74.0% | $6,065-70.3% | $12,624-85.8% |