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 | $57,885 | $76,738-24.6% | $56,411+2.6% | $145,922-60.3% |
| Participation rate | 73.3% | 63.2%+10.1pp | 52.5%+20.9pp | 80.3%-6.9pp |
| Annual return | 12.57% | 2994.23%-2981.7pp | 1701.33%-1688.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,050 | $1,380-23.9% | $1,039+1.1% | $4,660-77.5% |
| Participant deferral / active EE | $2,298 | $2,623-12.4% | $1,952+17.7% | $6,688-65.6% |
| Admin fee / account holder | $43,461 | $3,334+1203.7% | $2,829+1436.4% | $13,397+224.4% |