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 | $108,950 | $150,187-27.5% | $120,354-9.5% | $145,922-25.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.40% | 154.07%-134.7pp | 107.15%-87.7pp | 561.29%-541.9pp |
| Employer contribution / active EE | $880 | $4,348-79.8% | $3,463-74.6% | $4,660-81.1% |
| Participant deferral / active EE | $4,125 | $6,173-33.2% | $4,991-17.4% | $6,688-38.3% |
| Admin fee / account holder | $693 | $12,207-94.3% | $9,423-92.6% | $13,397-94.8% |