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 | $102,382-50.0% | $147,005-65.1% | $80,874-36.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.58% | 134.89%-122.3pp | 418.76%-406.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $1,999 | $3,715-46.2% | $4,934-59.5% | $2,756-27.5% |
| Participant deferral / active EE | $3,864 | $6,646-41.9% | $8,070-52.1% | $4,297-10.1% |
| Admin fee / account holder | $9,242 | $7,942+16.4% | $13,006-28.9% | $6,935+33.3% |