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 | $69,050 | $96,635-28.5% | $86,612-20.3% | $139,434-50.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.13% | 106.41%-88.3pp | 591.07%-572.9pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,021 | $3,263-38.1% | $3,022-33.1% | $4,751-57.5% |
| Participant deferral / active EE | $2,466 | $4,836-49.0% | $4,438-44.4% | $6,710-63.2% |
| Admin fee / account holder | $1,884 | $6,408-70.6% | $5,614-66.4% | $11,403-83.5% |