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 | $49,606 | $106,890-53.6% | $84,015-41.0% | $152,861-67.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.66% | 104.99%-87.3pp | 71.31%-53.6pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,441 | $2,734-47.3% | $1,983-27.4% | $4,762-69.8% |
| Participant deferral / active EE | $1,787 | $4,011-55.5% | $3,239-44.8% | $5,850-69.5% |
| Admin fee / account holder | $1,579 | $8,285-80.9% | $6,101-74.1% | $11,596-86.4% |