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 | $131,758 | $158,398-16.8% | $126,539+4.1% | $142,382-7.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.57% | 593.76%-579.2pp | 425.95%-411.4pp | 217.08%-202.5pp |
| Employer contribution / active EE | $8,498 | $4,650+82.8% | $3,674+131.3% | $4,299+97.7% |
| Participant deferral / active EE | $8,498 | $4,767+78.3% | $4,083+108.2% | $6,507+30.6% |
| Admin fee / account holder | $3,130 | $6,918-54.8% | $6,065-48.4% | $12,624-75.2% |