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 | $72,913 | $74,888-2.6% | $71,209+2.4% | $142,382-48.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.36% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,686 | $2,854+29.1% | $2,721+35.5% | $4,299-14.3% |
| Participant deferral / active EE | $8,046 | $4,454+80.6% | $4,175+92.7% | $6,507+23.7% |
| Admin fee / account holder | $1,758 | $5,568-68.4% | $5,349-67.1% | $12,624-86.1% |