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 | $62,205 | $70,606-11.9% | $53,898+15.4% | $142,382-56.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.97% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,952 | $1,202+62.4% | $932+109.4% | $4,299-54.6% |
| Participant deferral / active EE | $4,009 | $2,364+69.6% | $1,826+119.5% | $6,507-38.4% |
| Admin fee / account holder | $1,633 | $2,852-42.7% | $2,491-34.4% | $12,624-87.1% |