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 | $65,374 | $138,065-52.6% | $123,544-47.1% | $135,375-51.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.51% | 153.68%-152.2pp | 119.20%-117.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $2,402 | $5,151-53.4% | $4,628-48.1% | $4,779-49.7% |
| Participant deferral / active EE | $4,937 | $6,799-27.4% | $6,426-23.2% | $5,609-12.0% |
| Admin fee / account holder | $131,499 | $10,916+1104.7% | $9,284+1316.4% | $10,827+1114.5% |