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 | $56,758 | $159,901-64.5% | $146,958-61.4% | $145,922-61.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.46% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,394 | $5,286-54.7% | $4,933-51.5% | $4,660-48.6% |
| Participant deferral / active EE | $6,652 | $8,428-21.1% | $8,070-17.6% | $6,688-0.5% |
| Admin fee / account holder | $837 | $15,044-94.4% | $12,998-93.6% | $13,397-93.8% |