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 9-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 | $42,520 | $49,922-14.8% | $80,569-47.2% | $75,163-43.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 21.36% | 34.69%-13.3pp | 935.43%-914.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $4,406 | $1,698+159.4% | $2,723+61.8% | $2,670+65.0% |
| Participant deferral / active EE | $3,654 | $2,990+22.2% | $4,447-17.8% | $4,125-11.4% |
| Admin fee / account holder | $319 | $3,577-91.1% | $5,377-94.1% | $5,651-94.4% |