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 | $216,569 | $90,600+139.0% | $79,464+172.5% | $135,375+60.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.02% | 977.43%-970.4pp | 718.14%-711.1pp | 519.73%-512.7pp |
| Employer contribution / active EE | $1,348 | $3,068-56.1% | $2,800-51.9% | $4,779-71.8% |
| Participant deferral / active EE | $4,470 | $4,050+10.4% | $3,704+20.7% | $5,609-20.3% |
| Admin fee / account holder | $3,509 | $5,907-40.6% | $5,113-31.4% | $10,827-67.6% |