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 | $68,140 | $190,805-64.3% | $159,960-57.4% | $134,475-49.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1.69% | 552.23%-550.5pp | 408.60%-406.9pp | 417.96%-416.3pp |
| Employer contribution / active EE | $5,688 | $4,995+13.9% | $4,226+34.6% | $4,740+20.0% |
| Participant deferral / active EE | $10,935 | $6,923+58.0% | $6,182+76.9% | $6,400+70.9% |
| Admin fee / account holder | $440 | $10,471-95.8% | $8,698-94.9% | $11,426-96.1% |