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 | $82,883 | $104,486-20.7% | $76,817+7.9% | $152,861-45.8% |
| Participation rate | 77.8% | 76.6%+1.2pp | 72.1%+5.7pp | 82.4%-4.7pp |
| Annual return | 22.29% | 1013.37%-991.1pp | 1166.11%-1143.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,355 | $4,236-68.0% | $3,336-59.4% | $5,850-76.8% |
| Admin fee / account holder | $444 | $12,275-96.4% | $6,420-93.1% | $11,596-96.2% |