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 | $63,585 | $100,852-37.0% | $90,404-29.7% | $158,922-60.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.27% | 1724.20%-1706.9pp | 1293.02%-1275.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $8,199 | $3,689+122.3% | $3,262+151.4% | $4,761+72.2% |
| Participant deferral / active EE | $7,051 | $4,348+62.2% | $3,963+77.9% | $5,982+17.9% |
| Admin fee / account holder | $442 | $6,501-93.2% | $5,611-92.1% | $11,246-96.1% |