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 | $44,104 | $52,903-16.6% | $73,307-39.8% | $59,632-26.0% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 93.58% | 12.20%+81.4pp | 5.67%+87.9pp | 2041.28%-1947.7pp |
| Employer contribution / active EE | $2,694 | $1,909+41.2% | $3,237-16.8% | $2,203+22.3% |
| Participant deferral / active EE | $9,489 | $4,069+133.2% | $4,991+90.1% | $3,192+197.3% |
| Admin fee / account holder | $2,174 | $3,834-43.3% | $5,637-61.4% | $4,297-49.4% |