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 | $50,188 | $49,173+2.1% | $121,098-58.6% | $75,163-33.2% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 20.20% | 55.99%-35.8pp | 985.75%-965.5pp | 160.62%-140.4pp |
| Employer contribution / active EE | $597 | $1,546-61.4% | $4,164-85.7% | $2,670-77.6% |
| Participant deferral / active EE | $4,147 | $2,628+57.8% | $4,080+1.6% | $4,125+0.5% |
| Admin fee / account holder | $1,519 | $3,942-61.5% | $5,644-73.1% | $5,651-73.1% |