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 | $68,087 | $105,181-35.3% | $159,436-57.3% | $85,850-20.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.19% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.3pp |
| Employer contribution / active EE | $9,537 | $3,318+187.4% | $4,829+97.5% | $2,565+271.8% |
| Participant deferral / active EE | $7,595 | $5,945+27.8% | $7,352+3.3% | $3,952+92.2% |
| Admin fee / account holder | $347 | $6,933-95.0% | $10,799-96.8% | $6,260-94.4% |