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 | $66,994 | $48,795+37.3% | $65,493+2.3% | $84,808-21.0% |
| Participation rate | 72.4% | 67.0%+5.4pp | 73.1%-0.7pp | 68.3%+4.1pp |
| Annual return | 75.30% | 20.20%+55.1pp | 982.45%-907.1pp | 40.90%+34.4pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $17,697 | $2,928+504.3% | $3,961+346.8% | $4,212+320.2% |
| Admin fee / account holder | $16,705 | $3,877+330.9% | $5,028+232.2% | $7,344+127.5% |