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 | $70,458 | $74,888-5.9% | $71,209-1.1% | $142,382-50.5% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 15.41% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,036 | $2,854+111.5% | $2,721+121.8% | $4,299+40.4% |
| Participant deferral / active EE | $3,206 | $4,454-28.0% | $4,175-23.2% | $6,507-50.7% |
| Admin fee / account holder | $6,363 | $5,568+14.3% | $5,349+19.0% | $12,624-49.6% |