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 | $81,825 | $99,079-17.4% | $77,999+4.9% | $273,961-70.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 10.40% | 217.93%-207.5pp | 425.96%-415.6pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,677 | $3,308-49.3% | $2,470-32.1% | $4,869-65.6% |
| Participant deferral / active EE | $4,914 | $4,306+14.1% | $3,497+40.5% | $5,287-7.1% |
| Admin fee / account holder | $765 | $8,954-91.5% | $5,480-86.0% | $10,132-92.5% |