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 | $51,238 | $102,317-49.9% | $146,958-65.1% | $80,856-36.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.58% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,999 | $3,713-46.2% | $4,933-59.5% | $2,755-27.4% |
| Participant deferral / active EE | $3,864 | $6,644-41.8% | $8,070-52.1% | $4,296-10.1% |
| Admin fee / account holder | $9,242 | $7,941+16.4% | $12,998-28.9% | $6,918+33.6% |