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 | $83,209 | $97,757-14.9% | $83,848-0.8% | $135,375-38.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.79% | 1287.37%-1276.6pp | 850.88%-840.1pp | 519.73%-508.9pp |
| Employer contribution / active EE | $2,494 | $4,222-40.9% | $3,631-31.3% | $4,779-47.8% |
| Participant deferral / active EE | $4,583 | $4,682-2.1% | $4,082+12.3% | $5,609-18.3% |
| Admin fee / account holder | $2,723 | $6,674-59.2% | $5,478-50.3% | $10,827-74.8% |