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 | $79,161 | $60,124+31.7% | $90,404-12.4% | $79,858-0.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.39% | 71.94%-56.6pp | 1293.02%-1277.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $829 | $2,068-59.9% | $3,262-74.6% | $2,471-66.5% |
| Participant deferral / active EE | $4,248 | $2,938+44.6% | $3,963+7.2% | $3,740+13.6% |
| Admin fee / account holder | $7,399 | $3,976+86.1% | $5,611+31.9% | $5,306+39.4% |