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 | $66,972 | $67,823-1.3% | $52,425+27.7% | $137,256-51.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.65% | 219.11%-202.5pp | 302.12%-285.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,661 | $1,163+42.8% | $914+81.7% | $4,156-60.0% |
| Participant deferral / active EE | $4,190 | $2,288+83.1% | $1,790+134.0% | $6,407-34.6% |
| Admin fee / account holder | $1,851 | $2,844-34.9% | $2,495-25.8% | $12,270-84.9% |