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 | $96,537 | $100,852-4.3% | $90,404+6.8% | $158,922-39.3% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 9.56% | 1724.20%-1714.6pp | 1293.02%-1283.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $477 | $3,689-87.1% | $3,262-85.4% | $4,761-90.0% |
| Participant deferral / active EE | $3,167 | $4,348-27.2% | $3,963-20.1% | $5,982-47.1% |
| Admin fee / account holder | $312 | $6,501-95.2% | $5,611-94.4% | $11,246-97.2% |