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 | $59,303 | $52,279+13.4% | $89,391-33.7% | $79,858-25.7% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 21.40% | 22.16%-0.8pp | 245.62%-224.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $670 | $1,572-57.4% | $2,586-74.1% | $2,471-72.9% |
| Participant deferral / active EE | $838 | $2,740-69.4% | $3,890-78.5% | $3,740-77.6% |
| Admin fee / account holder | $26,496 | $3,356+689.4% | $4,881+442.8% | $5,306+399.3% |