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 | $86,948 | $102,966-15.6% | $90,281-3.7% | $152,861-43.1% |
| Participation rate | 81.3% | 75.9%+5.4pp | 73.3%+8.0pp | 82.4%-1.2pp |
| Annual return | 15.37% | 95.16%-79.8pp | 78.10%-62.7pp | 345.32%-329.9pp |
| Employer contribution / active EE | $1,013 | $3,139-67.7% | $2,854-64.5% | $4,762-78.7% |
| Participant deferral / active EE | $1,604 | $4,281-62.5% | $3,885-58.7% | $5,850-72.6% |
| Admin fee / account holder | $15,079 | $6,171+144.4% | $5,351+181.8% | $11,596+30.0% |