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 | $50,487 | $48,795+3.5% | $65,493-22.9% | $84,808-40.5% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 19.24% | 20.20%-1.0pp | 982.45%-963.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,751 | $1,930+42.6% | $2,574+6.9% | $2,631+4.6% |
| Participant deferral / active EE | $6,665 | $2,928+127.6% | $3,961+68.3% | $4,212+58.3% |
| Admin fee / account holder | $2,844 | $3,877-26.6% | $5,028-43.4% | $7,344-61.3% |