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 | $56,868 | $102,966-44.8% | $90,281-37.0% | $152,861-62.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 39.26% | 95.16%-55.9pp | 78.10%-38.8pp | 345.32%-306.1pp |
| Employer contribution / active EE | $2,597 | $3,139-17.3% | $2,854-9.0% | $4,762-45.5% |
| Participant deferral / active EE | $2,905 | $4,281-32.1% | $3,885-25.2% | $5,850-50.3% |
| Admin fee / account holder | $1,576 | $6,171-74.5% | $5,351-70.6% | $11,596-86.4% |