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 | $84,553 | $99,079-14.7% | $77,999+8.4% | $273,961-69.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.94% | 217.93%-207.0pp | 425.96%-415.0pp | 41.45%-30.5pp |
| Employer contribution / active EE | $480 | $3,308-85.5% | $2,470-80.5% | $4,869-90.1% |
| Participant deferral / active EE | $6,862 | $4,306+59.3% | $3,497+96.2% | $5,287+29.8% |
| Admin fee / account holder | $3,562 | $8,954-60.2% | $5,480-35.0% | $10,132-64.8% |