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 | $76,690 | $99,079-22.6% | $77,999-1.7% | $273,961-72.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.07% | 217.93%-211.9pp | 425.96%-419.9pp | 41.45%-35.4pp |
| Employer contribution / active EE | $714 | $3,308-78.4% | $2,470-71.1% | $4,869-85.3% |
| Participant deferral / active EE | $1,947 | $4,306-54.8% | $3,497-44.3% | $5,287-63.2% |
| Admin fee / account holder | $2,265 | $8,954-74.7% | $5,480-58.7% | $10,132-77.6% |