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 | $42,475 | $51,638-17.7% | $68,368-37.9% | $82,448-48.5% |
| Participation rate | 73.1% | 63.6%+9.5pp | 73.8%-0.7pp | 68.1%+5.0pp |
| Annual return | 102.11% | 37.53%+64.6pp | 292.57%-190.5pp | 41.64%+60.5pp |
| Employer contribution / active EE | $2,800 | $2,047+36.8% | $2,649+5.7% | $2,551+9.8% |
| Participant deferral / active EE | $2,099 | $2,914-28.0% | $4,123-49.1% | $4,139-49.3% |
| Admin fee / account holder | $15,052 | $4,643+224.2% | $5,150+192.3% | $7,234+108.1% |