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 | $76,102 | $60,124+26.6% | $90,404-15.8% | $79,858-4.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.89% | 71.94%-53.1pp | 1293.02%-1274.1pp | 31.71%-12.8pp |
| Employer contribution / active EE | $12,931 | $2,068+525.4% | $3,262+296.4% | $2,471+423.3% |
| Participant deferral / active EE | $4,508 | $2,938+53.4% | $3,963+13.7% | $3,740+20.5% |
| Admin fee / account holder | $2,479 | $3,976-37.7% | $5,611-55.8% | $5,306-53.3% |