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 | $83,290 | $99,020-15.9% | $86,590-3.8% | $147,584-43.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.30% | 1312.34%-1302.0pp | 964.84%-954.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $1,166 | $3,132-62.8% | $2,839-58.9% | $4,876-76.1% |
| Participant deferral / active EE | $6,025 | $3,972+51.7% | $3,609+67.0% | $5,439+10.8% |
| Admin fee / account holder | $5,321 | $5,710-6.8% | $4,906+8.5% | $10,885-51.1% |