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 | $51,517 | $99,079-48.0% | $77,999-34.0% | $273,961-81.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.10% | 217.93%-210.8pp | 425.96%-418.9pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,735 | $3,308-47.6% | $2,470-29.8% | $4,869-64.4% |
| Participant deferral / active EE | $5,128 | $4,306+19.1% | $3,497+46.6% | $5,287-3.0% |
| Admin fee / account holder | $344 | $8,954-96.2% | $5,480-93.7% | $10,132-96.6% |