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 | $78,450 | $133,922-41.4% | $116,228-32.5% | $142,382-44.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 12.47% | 147.76%-135.3pp | 90.06%-77.6pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,905 | $3,446-15.7% | $2,994-3.0% | $4,299-32.4% |
| Participant deferral / active EE | $7,704 | $5,672+35.8% | $4,953+55.5% | $6,507+18.4% |
| Admin fee / account holder | $3,430 | $14,945-77.0% | $11,989-71.4% | $12,624-72.8% |