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 | $113,169 | $138,065-18.0% | $123,544-8.4% | $135,375-16.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.71% | 153.68%-152.0pp | 119.20%-117.5pp | 519.73%-518.0pp |
| Employer contribution / active EE | $2,740 | $5,151-46.8% | $4,628-40.8% | $4,779-42.7% |
| Participant deferral / active EE | $11,080 | $6,799+63.0% | $6,426+72.4% | $5,609+97.6% |
| Admin fee / account holder | $1,658 | $10,916-84.8% | $9,284-82.1% | $10,827-84.7% |