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 7-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 | $60,764 | $72,071-15.7% | $68,368-11.1% | $137,256-55.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.43% | 353.14%-334.7pp | 292.57%-274.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,826 | $2,788-34.5% | $2,649-31.1% | $4,156-56.1% |
| Participant deferral / active EE | $6,629 | $4,410+50.3% | $4,123+60.8% | $6,407+3.5% |
| Admin fee / account holder | $2,907 | $5,336-45.5% | $5,150-43.6% | $12,270-76.3% |