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 | $129,479 | $159,901-19.0% | $146,958-11.9% | $145,922-11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.16% | 98.13%-79.0pp | 418.34%-399.2pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,954 | $5,286-63.0% | $4,933-60.4% | $4,660-58.1% |
| Participant deferral / active EE | $38,100 | $8,428+352.0% | $8,070+372.1% | $6,688+469.7% |
| Admin fee / account holder | $119,696 | $15,044+695.6% | $12,998+820.9% | $13,397+793.5% |